Unclaimed
Cynthia Lea Shuford-stover is an Investment Advisor Representative at Global Financial Private Client, based in Sarasota, Florida. Cynthia has been in the financial services industry for over 20 years, and has a strong track record of success in helping individuals and families achieve their financial goals. Cynthia specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Cynthia is committed to providing her clients with personalized service and a high level of expertise.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/01/2025 - Present
Global Financial Private Client (SARASOTA FL)
FL
02/24/2005 - 02/14/2018
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
CA
05/02/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
07/03/2002 - 12/31/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MO
05/29/2001 - 05/08/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/13/1998 - 04/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/31/1994 - 03/04/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/26/1986 - 07/05/1991
MUNICIPAL SECURITIES, INCORPORATED
TN
02/17/1982 - 07/05/1991
MUNICIPAL SECURITIES, INCORPORATED (MEMPHIS TN)
NA
05/06/1985 - 05/01/1986
MUNICIPAL SECURITIES, INCORPORATED
IA
Issued 06/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1982
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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