linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cynthia Rozelle

Multiple Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cynthia? Claim Your Profile

About Cynthia Rozelle

Cynthia Rozelle is an Investment Advisor Representative with Multiple Financial Services, Inc., located in Manchester, VT. Cynthia is registered with the state of Vermont. Cynthia has passed the Uniform Investment Adviser Law Examination. Cynthia has been in the financial services industry since 2014. Cynthia has experience in financial planning and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Cynthia Rozelle is currently registered with Multiple Financial Services, Inc.. Multiple Financial Services, Inc. is a terminated corporation that was formed in 1999. They provided a variety of financial services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They managed assets for a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$3.69B

Assets Under Management

6

Total Clients

10

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cynthia Rozelle’s Registration & Firm History

VT

07/29/2024 - Present

Multiple Financial Services, Inc. (MANCHESTER VT)

Not sure if Cynthia Rozelle is right for you?

Licenses & Designations

IA

Issued 06/26/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Rozelle.
Not sure if Cynthia Rozelle is right for you?