Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Laden Newman is a financial advisor with Gladstone Wealth Partners. She is located in Los Angeles, CA, and has been in the financial services industry since 1982. Cynthia has experience in investment advising, retirement planning, and general consulting. She is also a certified executive coach. She is committed to providing personalized financial advice and helping her 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.
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 accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
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2
FL
11/17/2022 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
CA
06/01/2009 - 11/24/2020
MORGAN STANLEY (PASADENA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
11/19/2004 - 04/02/2007
MORGAN STANLEY DW INC. (LOS ANGELES CA)
NJ
04/04/1995 - 12/09/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/24/1989 - 03/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/02/1983 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/24/1982 - 04/25/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 3 - National Commodity Futures Examination
BC
Issued 09/26/1983
Series 5 - Interest Rate Options Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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