Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Jean Morris is an investment advisor representative at Litman Gregory Wealth Management, LLC. Cynthia has been in the financial industry for over 25 years and holds the Series 7, Series 63 and Series 65 licenses. Cynthia is also a Certified Financial Planner and a Chartered Financial Analyst. Cynthia has experience working with high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Cynthia provides financial planning and portfolio management services to her clients. She also provides selection of other advisors and portfolio management for businesses.
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.
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.
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.
1
2
CA
04/08/2024 - Present
Litman Gregory Wealth Management, LLC (LARKSPUR CA)
CA
01/02/2013 - 05/29/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAFAEL CA)
CA
09/15/2010 - 03/15/2012
CITY NATIONAL SECURITIES, INC. (SAN FRANCISCO CA)
NY
01/07/1997 - 06/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/03/1994 - 07/24/1996
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
07/12/1993 - 06/23/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
05/27/1993 - 02/08/1994
GARAL & COMPANY, INC. (SAN FRANCISCO CA)
CA
04/21/1987 - 08/29/1990
VAN KASPER & COMPANY (SAN FRANCISCO CA)
IA
Issued 06/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Cynthia Morris is the right advisor for you? Invested Better is here to help.
