Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Mcowen Poole is a financial advisor who has been in the industry since 2021. Cynthia is currently registered with Osaic Wealth, Inc. She previously worked at Woodbury Financial Services, Inc. and LPL Financial LLC. Cynthia holds the Series 6TO and SIE licenses.
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.
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2
TN
01/19/2024 - Present
Osaic Wealth, Inc. (BRENTWOOD TN)
TN
04/06/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)
CO
05/27/2021 - 02/22/2022
LPL FINANCIAL LLC (LITTLETON CO)
BC
Issued 05/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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