Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lynn Voth is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Cynthia has been in the financial industry for over 22 years. She is a registered representative in multiple states including California, Texas and more. Cynthia is licensed to provide investment advice in California and Texas and specializes in a variety of investment products. Cynthia is also active in the community and provides various services to her clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/15/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPA CA)
NY
05/25/2001 - 09/26/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
05/17/2001 - 06/06/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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