Unclaimed
Cynthia Yvette Najjar is a financial advisor who has been in the industry since 2001. Currently, Cynthia is a registered representative with Commonwealth Financial Network. Cynthia has held various positions in the financial industry, previously working with SCF Securities, Inc., Cadaret, Grant & Co., Inc., Next Financial Group, Inc., Sorrento Pacific Financial, LLC, Western International Securities, Inc., CUSO Financial Services, L.P., TD Ameritrade, Inc. and Linsco/Private Ledger Corp. Cynthia's experience and expertise allow her to provide a wide range of financial services to individuals, businesses, and institutions.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/23/2022 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
01/25/2022 - 10/27/2022
SCF SECURITIES, INC. (SAN DIEGO CA)
NY
01/14/2022 - 10/27/2022
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
01/14/2022 - 10/27/2022
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
01/14/2022 - 10/27/2022
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
01/14/2022 - 10/27/2022
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
10/07/2021 - 10/27/2022
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
01/22/2007 - 04/20/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
05/15/2000 - 11/03/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BC
Issued 02/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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