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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lynn Robinson-schmidt is a financial advisor with LPL Financial LLC, where she has been with the firm since February 2006. She has been in the financial industry since July 1992 and has a broad range of experience. Cynthia Lynn Robinson-schmidt is registered with the state of California as well as Washington. Her professional qualifications include Series 7, Series 6, Series 63, and Series 65 licenses.
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.
Consulting and other non-discretionary advisory services
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
WA
08/23/2021 - Present
LPL Financial LLC (OCEAN SHORES WA)
CA
05/23/2001 - 02/05/2007
WELLS FARGO INVESTMENTS, LLC (SIMI VALLEY CA)
CA
01/20/1999 - 05/18/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
11/14/1998 - 12/02/1998
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
10/24/1996 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
CA
08/10/1992 - 08/29/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
09/19/1986 - 02/06/1987
FIRST INVESTORS CORPORATION
IA
Issued 05/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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