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Cynthia M. Solar

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CRD#: 1293386
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cynthia Mary Solar was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 1984. Cynthia had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 29, 2009 - March 7, 2012

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
PORTLAND, ME
Past

September 26, 2003 - October 2, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

May 14, 1999 - August 14, 2003

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

December 4, 1998 - May 14, 1999

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

October 23, 1996 - June 5, 1998

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

May 4, 1994 - October 4, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 4, 1990 - March 23, 1993

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 20, 1984 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/25/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FD
FORESIDE DISTRIBUTION SOLUTIONS, LLC
FORESIDE DISTRIBUTION SOLUTIONS, LLC | PROFESSIONAL FUNDS DISTRIBUTOR, LLC | PNC FUNDS DISTRIBUTOR, LLC

CRD#: 118787 / SEC#: , 8-53686

BD
Terminated by SEC on 08/03/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/16/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCOWNER
BERTHY, RICHARD JOHN MR.PRESIDENT/MANAGER/DIRECTOR/TREASURER1341368
DIVALERIO, JENNIFER KAYVICE PRESIDENT3236826
FAIRBANKS, MARK ALANVICE PRESIDENT1847318
HOOPES, JENNIFER ELLENSECRETARY5462575
MOSCARITOLO, SUSAN KALLAICHIEF COMPLIANCE OFFICER/VICE PRESIDENT2618909
SOMMERS, WESTONFINANCIAL AND OPERATIONS PRINCIPAL5290145

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

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