Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyrus? Claim Your ProfileCyrus Gilbert Abbe is a financial advisor with over 35 years of experience in the industry. Cyrus is a registered representative of Wealthpenn.comllc and has been with the firm since June 2009. Prior to joining Wealthpenn.comllc, Cyrus was employed with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Cyrus holds multiple licenses including Series 3, Series 7, and Series 63. Cyrus is also registered in 11 states. Cyrus is active in the investment industry and has a strong track record of success. Cyrus specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and institutions. Cyrus is also a registered investment advisor and provides investment advisory services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/05/2021 - Present
Wealthpenn.comllc (New York NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/25/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 4/2/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/29/1985
Series 3 - National Commodity Futures Examination
BC
Issued 3/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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