Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Suzanne Fox is a registered investment advisor with Eagle Strategies LLC, located in Neenah, WI. Cynthia has been working in the securities industry since 1991 and has held registrations in various states. She has a wide range of experience and expertise in providing financial planning services and portfolio management for individuals, businesses, and charitable organizations. Cynthia is also involved in the community and serves as a board member for the Center for Grieving Children.
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.
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.
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WI
06/04/2014 - Present
Eagle Strategies LLC (NEENAH WI)
NY
08/12/1991 - 11/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/12/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 5/19/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 9/22/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/9/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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