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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Montgomery-adams is a financial advisor with Raymond James Financial Services Advisors, Inc. Cynthia has been in the industry since 2013 and holds Series 66, Series 7 and SIE licenses. Cynthia has provided financial services to individuals, corporations, and other businesses. Cynthia also has experience working with pension and profit-sharing plans. Cynthia is registered to offer investment advice in Arizona, California, District of Columbia, Idaho, Kansas, Nevada, Oklahoma, Oregon, Texas, and Washington. Cynthia also is a licensed investment advisor representative. Cynthia is an associate at OnPoint Investment Services and has been working with them since 2022. Cynthia is based in Vancouver, Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
09/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (VANCOUVER WA)
WA
05/05/2015 - 11/15/2016
KEY INVESTMENT SERVICES LLC (VANCOUVER WA)
MO
10/22/2013 - 05/08/2014
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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