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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 Kirwan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the financial services industry for over 30 years and has a strong track record of success. Cynthia is a highly experienced advisor, with a wide range of expertise in helping clients achieve their financial goals. She has been with Merrill Lynch since 2009, prior to that Cynthia was with BANC OF AMERICA INVESTMENT SERVICES, INC. She has a deep understanding of the financial markets and is committed to providing her clients with the best possible advice. Cynthia is passionate about helping her clients reach their financial goals and believes in building long-term relationships based on trust and mutual respect.
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
NY
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NC
09/26/1995 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NA
03/19/1996 - 08/02/1996
BANK SOUTH INVESTMENT SERVICES, INC.
NA
06/07/1993 - 10/02/1995
NATIONSSECURITIES
MA
02/23/1988 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
IA
Issued 04/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
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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