Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Packard is a financial advisor associated with Commonwealth Financial Network. Cynthia has been in the industry since 2015. Cynthia is registered in Massachusetts to provide both securities and investment advisory services. The advisor’s firm, Commonwealth Financial Network, manages more than $177 billion in assets. Commonwealth Financial Network primarily serves individuals, corporations or businesses, pension and profit sharing plans and charitable organizations. Commonwealth Financial Network provides services such as financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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.
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MA
01/23/2019 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 12/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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