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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 Beymer is a financial advisor with Fidelity Personal And Workplace Advisors in Ocoee, FL. Cynthia has been working in the financial industry since 1994. Previously, Cynthia worked with Morgan Stanley and UBS Financial Services Inc. Cynthia specializes in providing financial planning and investment advice for individuals, businesses, and charitable organizations.
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.
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
09/14/2022 - Present
Fidelity Personal AND Workplace Advisors (OCOEE FL)
FL
11/07/2016 - 05/19/2022
MORGAN STANLEY (Orlando FL)
OH
06/13/2011 - 09/19/2016
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (CINCINNATI OH)
OH
03/03/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
NY
07/12/2002 - 03/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/18/1994 - 07/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 03/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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