Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindi? Claim Your ProfileCindi Ashley Bosley is a registered investment advisor representative with MML Investors Services, LLC. Cindi has been in the financial services industry since 1996 and has experience working with individuals, businesses, pension plans, and charitable organizations. Cindi provides financial planning, asset allocation, portfolio management, and educational seminars to clients. Cindi is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). Cindi is also licensed to sell life and health insurance.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
KY
11/19/2010 - Present
MML Investors Services, LLC (Owensboro KY)
KY
08/30/1996 - 06/11/2009
J.J.B HILLIARD, W.L. LYONS, LLC (OWENSBORO KY)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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