Unclaimed
Cynthia Lynn Porter is a financial advisor with Raymond James Financial Services, Inc. Cynthia has been in the financial services industry since October 31, 2016. Cynthia is registered with the state of Oregon and holds Series 7, Series 63, and SIE licenses. Cynthia is also registered with the state of California, Florida, Minnesota, Washington, and Wisconsin. Cynthia previously worked at LION STREET FINANCIAL, LLC and Woodbury Financial Services, Inc.
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.
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.
1
2
OR
11/05/2020 - Present
Raymond James Financial Services, Inc. (LAKE OSWEGO OR)
OR
01/03/2017 - 11/05/2020
LION STREET FINANCIAL, LLC (LAKE OSWEGO OR)
OR
11/01/2016 - 01/04/2017
WOODBURY FINANCIAL SERVICES, INC. (Lake Oswego OR)
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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