Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Guilliod is a financial professional with over 10 years of experience in the industry. She is currently registered with Avantax Investment Services, Inc. and holds Series 6, 7, and 63 licenses. Prior to joining Avantax Investment Services, Inc., Cynthia worked at PlanMember Securities Corporation.
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.
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CA
02/23/2011 - Present
Avantax Investment Services, Inc. (WESTLAKE VILLAGE CA)
CA
08/20/2007 - 01/19/2010
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BC
Issued 12/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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