Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Rothman Panchula is a financial professional with over 20 years of experience in the industry. Cynthia is currently registered with Goldman Sachs & Co. LLC and has held previous positions with Goldman, Sachs & Co. in San Francisco and New York. Cynthia holds several licenses and certifications including Series 63, SIE, Series 79, Series 7 and Series 62. Cynthia is active in the industry providing advice and portfolio management for individual and institutional clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
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2
CA
02/17/2012 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
08/31/2001 - 12/31/2008
GOLDMAN, SACHS & CO. (SAN FRANCISCO CA)
NY
08/29/1996 - 07/07/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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