Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Norris is a financial professional with over 25 years of experience in the financial services industry. Cynthia is a registered representative and investment advisor representative with Avantax Advisory Services. Cynthia is passionate about helping her clients achieve their financial goals. She provides financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Cynthia is committed to providing her clients with personalized and comprehensive financial advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
01/09/2020 - Present
Avantax Advisory Services (NEWPORT NEWS VA)
BOTH
Issued 01/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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