Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Harvard is a financial advisor with Truist Advisory Services, Inc., with over 25 years of experience in the financial industry. Cynthia is registered to provide investment advice in 15 states. Cynthia's experience includes working at Prudential Annuities Distributors, Inc, Capital Brokerage Corporation, AXA Distributors, LLC, Phoenix Equity Planning Corporation, Planco Financial Services, Inc., Hartford Equity Sales Company Inc., Mutual of Omaha Investor Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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 product and financial profiling services using desktop software
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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NC
09/09/2016 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
CT
04/10/2014 - 01/21/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
VA
07/28/2011 - 04/09/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
11/23/2009 - 01/20/2011
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NC
01/07/2008 - 11/03/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
VA
04/12/2004 - 01/07/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
09/12/2000 - 10/14/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
07/23/1999 - 08/01/2000
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
03/09/1998 - 05/12/1999
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NE
10/19/1995 - 12/13/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
04/12/1994 - 08/02/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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