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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 Payne Ochal is a financial advisor with over 27 years of experience in the financial services industry. Cynthia is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds registrations with the state of Florida as well as the Financial Industry Regulatory Authority (FINRA). Cynthia is a registered representative for Apollon Wealth Management, LLC. Previously, Cynthia has worked for CASCADE FINANCIAL MANAGEMENT, INC. and INTERSECURITIES, INC. Cynthia holds a Series 7, 24, 31, 63, 66, SIE, and 99TO license. Cynthia's areas of specialization include retirement planning, college savings plans, estate planning and insurance. Cynthia provides financial services to individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
02/11/2021 - Present
Apollon Wealth Management, LLC (TAMPA FL)
FL
12/02/2005 - 12/31/2020
CASCADE FINANCIAL MANAGEMENT, INC. (TAMPA FL)
FL
06/06/1996 - 12/07/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
07/05/1995 - 05/17/1996
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2006
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 05/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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