Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Loftin is a registered representative with LPL Financial LLC in Monroe, LA. Cynthia has been in the securities industry since November 2002. Cynthia has passed the Series 66, SIE, and Series 7 exams. Cynthia holds a current registration with FINRA and a Series 66 registration with the state of Louisiana. She has previously worked with FSC Securities Corporation, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Cynthia's professional background includes work with corporations, high-net-worth individuals, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
LA
03/31/2022 - Present
LPL Financial LLC (MONROE LA)
LA
10/02/2015 - 11/06/2019
FSC SECURITIES CORPORATION (MONROE LA)
LA
01/01/2008 - 10/08/2015
WELLS FARGO ADVISORS, LLC (MONROE LA)
LA
11/27/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MONROE LA)
BOTH
Issued 04/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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