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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 Stemple is an investment advisor representative with Morgan Stanley. Cynthia has been in the financial services industry for over 11 years. Cynthia has Series 7, 9, 10, 63, 66, and SIE licenses. Cynthia has been registered in 55 jurisdictions and is currently registered in Ohio and Texas. Cynthia specializes in providing financial planning, portfolio management, and asset allocation advice. Cynthia previously worked with INVEST FINANCIAL CORPORATION. Cynthia is a member of the Head & Neck Cancer Alliance and The Ohio State University Cancer Institutional Review Board. Cynthia provides services to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, investment companies, charitable organizations, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
06/28/2024 - Present
Morgan Stanley (Columbus OH)
OH
09/22/2011 - 05/03/2012
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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