Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Gilmore has over 40 years of experience in the financial services industry. Cynthia currently works at Raymond James & Associates, Inc. and has been with the firm since 2009. She is a registered representative and investment advisor in Florida and Texas. Prior to working at Raymond James, Cynthia worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Cynthia also holds licenses in several other states. She has a comprehensive understanding of the financial markets and can provide personalized financial advice to meet her clients' needs.
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
FL
11/05/2024 - Present
Raymond James & Associates, Inc. (Tampa FL)
FL
04/02/2007 - 03/16/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
04/30/1984 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
NA
08/24/1983 - 04/26/1984
A. G. EDWARDS & SONS, INC.
IA
Issued 09/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
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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