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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 Lorraine Hutchins is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 1988. Cynthia holds Series 7, 24, 63 and 65 licenses. Cynthia's current registrations include Maryland, Texas (resident) and Virginia. Cynthia is also a partner/investor in rental properties and a volunteer at the University of Southern California. She has a wealth of experience working with clients of all types, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. She has worked with clients of all types and specializes in helping them reach their financial goals. Cynthia is committed to providing her clients with personalized and professional service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
04/01/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEL AIR MD)
NY
03/06/1995 - 11/05/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/14/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
01/19/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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