Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Perini has been in the financial services industry since 1993 and is currently a registered representative with Lincoln Investment and Capital Analysts. Cynthia has a broad range of experience in the industry and has held positions with several firms including Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., and Invest Financial Corporation. Cynthia currently works in the Gaithersburg, MD branch office of Capital Analysts and the Rockville, MD branch office of Lincoln Investment. Cynthia provides financial planning services and portfolio management for individuals, businesses, and charitable organizations.
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.
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
MD
06/23/2006 - Present
Lincoln Investment (Rockville MD)
FL
01/04/1999 - 06/29/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/06/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
01/07/1994 - 03/09/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
PA
01/01/1994 - 01/14/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
05/27/1983 - 08/05/1985
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 11/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/30/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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