Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Jane Zimbardi is an experienced financial advisor with over 15 years of experience in the industry. Cynthia is currently registered with LPL Financial LLC and has previously been registered with several other firms, including Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., and Next Financial Group, Inc. Cynthia has a wide range of experience in financial planning, portfolio management, and other investment services. Cynthia is committed to providing her clients with the highest level of service and personalized attention.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/23/2021 - Present
LPL Financial LLC (PORT WASHINGTON NY)
NY
06/09/2021 - 08/24/2021
CETERA ADVISOR NETWORKS LLC (PORT WASHINGTON NY)
NY
07/17/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PORT WASHINGTON NY)
NY
03/05/2007 - 07/26/2010
NEXT FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
NY
06/06/2005 - 05/08/2006
PRUCO SECURITIES, LLC. (MELVILLE NY)
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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