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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia J. Wagner is an investment advisor representative who has been in the industry since April 2005. Cynthia J. Wagner is currently registered with Ameriprise Financial Services, LLC. Previously, Cynthia J. Wagner was registered with UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and CHASE INVESTMENT SERVICES CORP.. Cynthia J. Wagner holds the Series 66, Series 7 and SIE licenses. Cynthia J. Wagner is registered in 24 states. Cynthia J. Wagner specializes in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses and the publication of periodicals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/25/2017 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
01/13/2009 - 01/31/2017
UBS FINANCIAL SERVICES INC. (Warren NJ)
NJ
04/02/2007 - 01/14/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
11/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
04/22/2005 - 11/03/2006
CHASE INVESTMENT SERVICES CORP. (MORRISTOWN NJ)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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