Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lange is a financial advisor with over 20 years of experience in the industry. Cynthia has a wide range of experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Cynthia is a Certified Financial Planner and holds Series 7 and 66 licenses. Cynthia currently works with D.A. Davidson & Co. in Boise, Idaho. Prior to joining D.A. Davidson & Co., Cynthia worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Edward Jones. Cynthia specializes in portfolio management, financial planning, and pension consulting.
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.
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.
1
2
ID
02/28/2019 - Present
D.a. Davidson & Co. (BOISE ID)
ID
06/01/2009 - 10/26/2009
MORGAN STANLEY SMITH BARNEY (BOISE ID)
ID
11/06/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
MO
04/26/2002 - 12/14/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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