Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Pellegrino is a registered investment advisor representative at Prosperity Wealth Management, Inc., a firm with offices in San Ramon, CA. Cynthia has been working in the industry since August 2001. Cynthia has experience working for several other firms prior to Prosperity Wealth Management, including INNOVATION PARTNERS LLC, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, and SAGEPOINT FINANCIAL, INC. In addition to her advisory work, Cynthia is also a licensed insurance agent, providing services under the name "Cynthia Pellegrino Insurance Services."
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.
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
NH
02/21/2020 - Present
Prosperity Wealth Management, Inc. (Londonderry NH)
NH
02/21/2017 - 03/24/2017
INNOVATION PARTNERS LLC (Londonderry NH)
NH
06/01/2015 - 02/21/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (LONDONDERRY NH)
NH
10/31/2005 - 06/04/2015
SAGEPOINT FINANCIAL, INC. (LONDONDERRY NH)
AZ
03/21/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
04/29/2004 - 02/17/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
RI
06/26/2003 - 05/18/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
11/29/2000 - 11/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 11/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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