Unclaimed
Cynthia Stella Reilly has been in the securities industry since September 3, 2000. Cynthia is currently registered with TD Private Client Wealth LLC. Cynthia is registered in 16 states, including Arizona, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Ohio, Rhode Island, South Carolina, Vermont, and Virginia. Cynthia has two branch office locations. One is in Manchester, NH and the other is in Plymouth, MA. Cynthia is also registered with FINRA and the state of Massachusetts. Cynthia has experience providing financial planning services to individuals, corporations, charitable organizations, and pension plans. Cynthia also provides educational seminars and publishes periodicals.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
04/03/2023 - Present
TD Private Client Wealth LLC (Manchester NH)
RI
11/18/1986 - 01/27/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 01/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 06/16/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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