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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Murino Perl is a financial advisor with UBS Financial Services Inc. located in Conshocken, Pennsylvania. Cynthia Perl has been in the financial services industry since 2008. Cynthia Perl holds Series 63, SIE, and Series 7 licenses. Cynthia Perl specializes in providing financial advice for individuals, businesses, and charitable organizations. Cynthia Perl has a strong understanding of various financial instruments and investment strategies, and works with her clients to develop customized plans that meet their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
08/04/2014 - Present
UBS Financial Services Inc. (Conshocken PA)
PA
06/01/2009 - 07/07/2014
MORGAN STANLEY (PHILADELPHIA PA)
PA
03/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
02/11/2008 - 03/20/2008
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
BC
Issued 08/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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