Cynthia Rose Haddad

Current Employers

Employment History

• 05/2004 → 04/2021
  Lpl Financial Llc
  Burlington, MA
• 08/2015 → 09/2019
  Shepherd Financial Partners, Llc
  Winchester, MA
• 10/2019 → Present
  Affinia Financial Group, Llc
  Waltham, MA
• 04/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2023 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2019-08-08 → 2023-09-26
  Affinia Financial Group, Llc
  Burlington, MA
• 2015-09-02 → 2019-10-02
  Shepherd Financial Partners, Llc
  Winchester, MA
• 2006-01-06 → 2016-09-07
  Lpl Financial Llc
  Winchester, MA
  Waltham, MA
  Westwood, MA
  Burlington, MA
• 1996-02-29 → 2011-08-03
  Bay Financial Advisors, Inc.
  Waltham, MA
• 2007-02-07 → 2011-06-16
  Special Needs Financial Planning Llc
  Waltham, MA

Other Businesses

1) Affinia Financial Group; Investment Related; 80 Blanchard Road, Suite 201, Burlington, MA 01803; RIA; Title- Owner, COO, Advisor; Start- 10/2019; 160 Hrs/Mth; 160 During Trading Hours; Owner, COO and Wealth Advisor 2) PKS Financial; Investment Related; 80 State St., Albany, NY 12207; Fixed/Traditional Insurance; Title - Agent; Start - 4/2021; 10 Hrs/Mth; 10 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Designations

Other Names

• Cynthia Haddad