Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Marie Paul has been working in the financial services industry since September 22, 1990. Cynthia Marie Paul is currently registered with Schwab Wealth Advisory, Inc. in Florida and Texas. Cynthia Marie Paul is also licensed in 52 states and the District of Columbia. Cynthia Marie Paul has been registered with Charles Schwab & Co., Inc. since November 1993 and with Schwab Wealth Advisory Inc since November 2015. Prior to that, Cynthia Marie Paul was registered with METLIFE SECURITIES INC. in Massachusetts and with METROPOLITAN LIFE INSURANCE COMPANY in New York. Cynthia Marie Paul holds several securities licenses, including Series 6, 7, 9, 10, 63, and SIE. Cynthia Marie Paul specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
MA
01/01/1991 - 06/02/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1991 - 06/02/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/22/1989 - 11/27/1990
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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