Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Klein Goldberg is an investment advisor representative with Private Advisor Group, LLC. Cynthia has been in the securities industry since January 5, 1993, and has worked at several firms, including Founders Financial Securities LLC and Intersecurities, Inc. Cynthia is licensed to provide investment advice in several states, including California, Maryland, and Massachusetts. Cynthia provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
MD
09/29/2020 - Present
Private Advisor Group, LLC (TOWSON MD)
MD
10/19/2006 - 05/18/2012
FOUNDERS FINANCIAL SECURITIES LLC (TOWSON MD)
MD
12/03/2001 - 10/23/2006
INTERSECURITIES, INC. (BALTIMORE MD)
NY
01/04/1993 - 11/30/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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