Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Fox is a financial advisor with over 30 years of experience in the industry. Cynthia is a registered representative with Eagle Strategies LLC, a firm that provides financial planning and portfolio management services. Cynthia has a broad range of experience in serving individuals, high-net-worth individuals, families, and businesses. Cynthia is committed to providing her clients with personalized advice and helping them achieve their financial goals.
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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2
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 05/19/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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