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 Storm fischer is a financial advisor with over 40 years of experience in the industry. Cynthia has a wide range of experience, having worked with firms such as Securities America, Inc., SII Investments, Inc., and Wellington Investment Services Corp. Cynthia is currently registered with Osaic Advisory Services, LLC and is licensed to offer investment advice in Florida, Texas, and Wisconsin.
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.
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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GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
WI
11/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKFIELD WI)
WI
11/11/2002 - 11/01/2017
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
11/19/1990 - 11/15/2002
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
WI
11/18/1981 - 10/04/1990
LIBERTY INVESTMENT COUNSEL, LTD. (ELM GROVE WI)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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