Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Richards-donald is a financial professional with over 29 years of experience in the financial services industry. Cynthia is a registered representative with MML Investors Services, LLC and holds a Series 6, 7, and 63 license. Cynthia is also a Certified Financial Planner (CFP). She is registered to offer financial products and services in numerous states. Cynthia's experience includes offering a variety of financial services to clients, including investment advice, retirement planning, and estate planning. Cynthia is committed to providing her clients with the highest level of service and support.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
08/08/2022 - Present
MML Investors Services, LLC (CHARLOTTE NC)
NC
01/07/1994 - 10/01/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
IA
Issued 02/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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