Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Garcia is a financial advisor with over 20 years of experience in the industry. Cynthia is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., LPL Financial LLC, CUNA Brokerage Services, Inc. and other firms. Cynthia holds Series 63, Series 65, Series 7 and SIE licenses. She specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Cynthia offers a variety of services including financial planning, investment management, and insurance. She also provides educational seminars to help clients better understand their financial options.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (TALLAHASSEE FL)
FL
07/26/2023 - 06/14/2024
SECURITIES AMERICA, INC. (TALLAHASSEE FL)
AL
05/18/2022 - 08/10/2023
LPL FINANCIAL LLC (Mobile AL)
FL
01/07/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Shalimar FL)
AZ
01/20/2009 - 12/31/2013
LPL FINANCIAL LLC (TUCSON AZ)
CT
09/09/2008 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
AZ
01/16/2007 - 08/19/2008
M&I FINANCIAL ADVISORS, INC (GREEN VALLEY AZ)
AZ
12/22/2000 - 01/12/2007
COMPASS BROKERAGE, INC. (GREEN VALLEY AZ)
IA
Issued 07/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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