Unclaimed
Cynthia Meyers is a financial advisor with Mariner Wealth Advisors. Cynthia has been in the industry since 1982. Cynthia has worked for several other financial firms over the years, including Commonwealth Financial Network and Foothill Securities. Cynthia is a Certified Financial Planner and holds Series 7, 24, 51 and 63 licenses. Cynthia specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses.
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.
Family office services
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.
1
2
CA
10/16/2023 - Present
Mariner Wealth (Sacramento CA)
CA
01/03/2022 - 10/16/2023
COMMONWEALTH FINANCIAL NETWORK (Sacramento CA)
CA
08/12/2014 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Sacramento CA)
CA
10/15/2008 - 08/15/2014
FINANCIAL TELESIS INC (SACRAMENTO CA)
CA
08/01/1983 - 10/15/2008
FOOTHILL SECURITIES, INC. (SACRAMENTO CA)
NA
12/13/1982 - 08/30/1983
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
01/25/1982 - 11/03/1982
AMERICAN INVESTORS COMPANY
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/26/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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