Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Rae Marotz is a financial advisor with over 25 years of experience in the industry. Cynthia currently works at LPL Financial LLC, and has previously worked at ALLEN & COMPANY OF FLORIDA, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Cynthia is licensed to provide investment advice in 37 states. Cynthia's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Cynthia's approach is personalized and tailored to meet the specific needs of each client.
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.
Consulting and other non-discretionary advisory services
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
FL
01/03/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
12/15/2003 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
NY
02/24/2003 - 01/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/19/1995 - 12/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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