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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 Jones is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Cynthia has been in the industry since July 17, 1989, and has a wide range of experience in the financial services industry. Cynthia holds Series 3, 7, 9, 10, 63, and SIE licenses, and is licensed to provide financial advice in numerous states, including Illinois, Florida, and Texas. Cynthia is also a registered investment advisor in Florida and Illinois. Cynthia provides investment advice to individuals, families, and businesses, and has a strong track record of helping clients achieve their financial goals. Cynthia is committed to providing her clients with personalized service and guidance, and is dedicated to helping them build a secure financial future.
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.
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.
Investment consulting services to institutional clients
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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2
IL
12/21/2011 - Present
Wells Fargo Advisors Financial Network, LLC (MOUNT VERNON IL)
IL
01/01/2008 - 12/09/2011
WELLS FARGO ADVISORS, LLC (MT. VERNON IL)
IL
07/18/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MT. VERNON IL)
BC
Issued 08/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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