Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Nims is a registered representative at Bolton Securities Corp., located in Bolton, MA. Cynthia has been in the financial services industry since 1992, and is currently licensed to provide investment advice in 24 states. Cynthia has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cynthia's areas of expertise include financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/06/2012 - Present
Bolton Securities Corp. (BOLTON MA)
VT
11/21/2007 - 01/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRATTLEBORO VT)
MA
03/30/1992 - 12/03/2007
A. G. EDWARDS & SONS, INC. (NORTHAMPTON MA)
IA
Issued 04/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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