Unclaimed
Cynthia Moyer is a financial advisor with J.P. Morgan Securities LLC. Cynthia has been in the industry for 20 years and holds a Series 7 and Series 66 license. Cynthia is licensed in 28 states. Cynthia's prior experience includes roles at CHASE INVESTMENT SERVICES CORP. and RAYMOND JAMES FINANCIAL SERVICES, INC. Cynthia specializes in providing financial advice and investment management services to individuals, businesses, and institutions. Cynthia 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/19/2013 - Present
J.p. Morgan Securities LLC (LANCASTER OH)
OH
10/09/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LANCASTER OH)
OH
05/09/2003 - 09/24/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER OH)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cynthia Moyer is the right advisor for you? Invested Better is here to help.