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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 Nagel is a financial advisor in Albuquerque, NM. Cynthia has been in the financial services industry since 1994. She has a background in insurance sales and has experience working with clients on a variety of financial planning needs. Cynthia is currently registered with LPL Financial LLC and has a Series 7, Series 8, Series 24, Series 63, and Series 66 license. She is also a registered Investment Advisor. Cynthia is committed to providing her clients with personalized financial advice and guidance. She is a strong believer in educating her clients about their financial options and helping them make informed decisions. Cynthia is a trusted advisor for her clients and is dedicated to helping them achieve their financial goals.
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
NM
07/21/2021 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
08/03/2018 - 07/21/2021
WADDELL & REED (ALBUQUERQUE NM)
NM
12/08/2016 - 03/26/2018
SECURITIES AMERICA, INC. (ALBUQUERQUE NM)
NM
02/22/2016 - 12/08/2016
FOOTHILL SECURITIES, INC. (Rio Rancho NM)
NM
08/26/2008 - 01/27/2016
WADDELL & REED (ALBUQUERQUE NM)
NM
07/23/2007 - 07/10/2008
PARK AVENUE SECURITIES LLC (ALBUQUERQUE NM)
TX
09/20/1994 - 05/31/2007
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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