Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Panian is an investment advisor representative with Nicholas Wealth Management. Cynthia has been in the industry since 2011, and has held previous positions with Nationwide Securities, LLC and NYLIFE Securities LLC. Cynthia's career has been focused on providing financial advice and investment services to individuals, families, and businesses. Cynthia has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Radio/podcasts
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.
Educational seminar fees charged per seminar. selection of tpmm
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2
GA
06/15/2021 - Present
Nicholas Wealth Management (MARIETTA GA)
GA
01/17/2014 - 12/31/2017
NATIONWIDE SECURITIES, LLC (VILLA RICA GA)
GA
07/29/2011 - 06/20/2013
NYLIFE SECURITIES LLC (ATLANTA GA)
IA
Issued 06/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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