Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Woods is a financial advisor at Truist Advisory Services, Inc. Cynthia has been in the industry since 1994. Cynthia is registered with the state of Georgia and holds Series 4, 7, 24, 53, 63, and 65 licenses. Cynthia has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Cynthia also offers wrap fee products and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
09/09/2016 - Present
Truist Advisory Services, Inc. (COLUMBUS GA)
GA
09/19/2000 - 10/13/2006
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
NC
08/24/1995 - 09/07/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
04/07/1994 - 05/12/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/07/1994 - 05/12/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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