Hello! I'm
Cynthia
J. Renzi
About Me
Financial Consultant based in United States
With over 17 years of experience working with four prestigious firms in the United States, I have accumulated enough experience to manage & improve your investment portfolio. I have successfully passed five brokerage examinations and gotten license registrations in over thirty-eight states.
I have a stellar track record of meeting & exceeding the financial targets of my numerous clients, you can read some of my client reviews below. If you are willing to learn how to take calculated risks and elaborately implement multiple trading strategies to ensure consistent profit in the financial markets, I will invest my time and substantial experience in making sure you succeed financially.
Name Occupation
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Cynthia J Renzi
Investment Adviser
Freelance
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Available
Cynthia J Renzi
Investment Adviser, Cynthia J Renzi FINANCIAL SERVICES, LLC.
Work Experience
My Experience
I have seventeen years of experience working with five brokerage/investment firms and bank in the United States.
RAYMOND JAMES FINANCIAL SERVICES, INC (CRD#:149018)
07/2018 - Present
Registered | Representative
Wells Fargo Clearing Services, LLC (CRD#:19616)
01/2014 - Present Managing Member | Investment Adviser
SCOTTRADE (CRD#:8206)
06/2006 - 07/2021 (15 years)
INSURANCE AGENT
Cynthia J Renzi
My Examinations
I have successfully passed five brokerage qualification examinations.
Series 65 - Uniform Investment Adviser Law Examination
State Securities Law Exam
( Jun 18, 2018 )
Series 63 - Uniform Securities Agent State Law Examination
State Securities Law Exam
( May 10, 2007 )
SIE - Securities Industry Essentials Examination
General Industry/Products Exam
( Jun 19, 2018 )
Series 7 - General Securities Representative Examination
General Industry/Products Exam
( Mar 29, 2007 )
Cynthia J Renzi
SRO Registrations
FINRA
My Services
What I Do for my Clients
Financial Consulting
Digital Assets Trading
Crypto Currency
Investment Advisory
Stock Brokerage & Analysis
What Clients Say
What Clients Say
Mrs Cynthia is a genius when it comes to crypto investing. Her insights are invaluable, and her guidance has helped me make informed decisions. 5/5 stars!
evelyn owen
I was skeptical about investing in crypto, but Cynthia put my mind at ease. Her expertise and patience made all the difference. Highly recommend!” 5/5 stars
henry max
Cynthia J Renzi’s brokerage services are top-tier. She’s always available to answer questions and provide updates. My portfolio has never looked better!” 5/5 stars
Richard Christopher
Contact Me
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