Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Luna is a financial advisor at Kestra Advisory Services, LLC. Cynthia has been in the industry since 2007 and holds a Series 66, Series 7, and SIE license. Cynthia is also a Certified Financial Planner. She is a registered investment advisor in Texas and is active in the broker-dealer space. She has experience working at several firms, including Morgan Stanley, UBS Financial Services, and Edward Jones. Cynthia specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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
TX
09/30/2024 - Present
Kestra Advisory Services, LLC (Waxahachie TX)
TX
06/01/2009 - 01/14/2014
MORGAN STANLEY (DALLAS TX)
TX
03/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLANO TX)
TX
03/26/2007 - 03/12/2008
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 04/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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