Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Karina Cairo is a financial advisor with LPL Financial LLC, in HUNTINGTON BEACH, CA. Cynthia has been in the financial industry since 1996 and is licensed to provide investment advisory services in California. Cynthia has previously worked with Securities America, Inc., National Planning Corporation, Royal Alliance Associates, Inc., WM Financial Services, Inc. and Great Western Financial Securities Corporation. Cynthia is committed to providing her clients with personalized financial advice to help them reach their 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.
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.
Consulting and other non-discretionary advisory services
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
CA
01/06/2022 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
09/25/2017 - 12/21/2021
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
04/30/2009 - 09/27/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
07/19/2000 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
CA
05/01/1998 - 07/25/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/30/1996 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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