Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lapia is a financial advisor with Osaic Wealth, Inc. based in Canonsburg, PA. Cynthia has been in the financial industry since 1994 and has worked with several firms including LPL Financial LLC, AXA Advisors, LLC, Lincoln Financial Advisors Corporation and Mid Atlantic Capital Corporation. Cynthia holds a Series 63 and 66 license, Series 7, 11 and the SIE exams.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (CANONSBURG PA)
PA
11/19/2009 - 06/03/2011
LPL FINANCIAL LLC (WEXFORD PA)
PA
05/21/2009 - 10/28/2009
AXA ADVISORS, LLC (SEVEN FIELDS PA)
PA
09/21/2006 - 02/05/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SEWICKLEY PA)
PA
07/18/2005 - 02/15/2006
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
PA
11/23/1992 - 05/02/2005
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
BOTH
Issued 02/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1992
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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