Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Haddad is a financial advisor who works at Sequoia Financial Group, LLC. Cynthia has been in the financial industry since 1992 and has a series 7 and Series 63. Cynthia specializes in working with individuals and families, corporations, and charitable organizations. Cynthia also holds the Certified Financial Planner designation. Cynthia is a registered investment advisor in Massachusetts. In addition to her work at Sequoia Financial Group, LLC, Cynthia is also the owner, COO, and advisor for Affinia Financial Group, LLC. Cynthia is also a fixed/traditional insurance agent for PKS Financial.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/25/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
MA
04/02/2021 - 09/06/2023
PURSHE KAPLAN STERLING INVESTMENTS (Burlington MA)
MA
05/21/2004 - 06/15/2021
LPL FINANCIAL LLC (BURLINGTON MA)
CT
02/10/1994 - 05/25/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
11/02/1992 - 01/10/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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