Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Mercuri is a financial professional with over 28 years of experience in the financial services industry. Cynthia is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Cynthia's career has included working for firms such as IFG Network Securities, Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cynthia offers a variety of financial services including financial planning, portfolio management, and pension consulting. Cynthia is also a Certified Financial Planner.
PHOENIXVILLE, PA
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.
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.
1
2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PHOENIXVILLE PA)
GA
06/23/2003 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
09/28/1999 - 06/26/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/01/1995 - 11/09/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 5/8/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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