Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Block-taylor is a registered representative and investment advisor representative with MML Investors Services, LLC. Cynthia has been in the financial industry since 1993, and has experience with a variety of firms, including Hornor, Townsend & Kent, Inc., MSI Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, FFP Securities, Inc., and Capital Investment Group, Inc. Cynthia has a variety of designations and certifications and offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
03/25/2017 - Present
MML Investors Services, LLC (CHARLOTTE NC)
NC
08/22/2017 - 09/14/2017
HORNOR, TOWNSEND & KENT, INC. (CHARLOTTE NC)
NC
11/14/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
06/01/2005 - 11/19/2014
AXA ADVISORS, LLC (CHARLOTTE NC)
NY
07/11/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MO
09/04/1996 - 07/10/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
NC
02/24/1993 - 09/06/1996
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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