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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 Natalie Metcalf is a financial advisor with Voya Financial Advisors, Inc. Cynthia has been in the financial services industry since 1998 and holds a variety of licenses and registrations, including Series 6, 7, 9, 10, 24, 27, 53, 63, 66, and SIE. Cynthia is registered in Arizona, Connecticut and Massachusetts. Cynthia specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Cynthia is located in Scottsdale, Arizona.
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.
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.
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2
AZ
11/22/2010 - Present
Voya Financial Advisors, Inc. (Scottsdale AZ)
MA
01/27/2004 - 03/23/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
11/21/2000 - 01/14/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/03/1999 - 09/20/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/19/1995 - 07/03/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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