Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Renzi is a financial advisor registered with Raymond James & Associates, Inc. Cynthia has been in the financial industry for over 16 years and is licensed to provide investment advice in all 50 states. Cynthia has experience working with high-net-worth individuals, corporations, and retirement plans. Cynthia can provide services such as financial planning, portfolio management, and educational seminars. Cynthia previously worked at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC and Scottrade, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/19/2024 - Present
Raymond James & Associates, Inc. (Memphis TN)
FL
10/30/2018 - 01/23/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
DE
01/11/2017 - 06/19/2018
WELLS FARGO CLEARING SERVICES, LLC (NEWARK DE)
VA
03/29/2007 - 09/09/2016
SCOTTRADE, INC. (GLEN ALLEN VA)
IA
Issued 12/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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