Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindi? Claim Your ProfileCindi Williams is a financial advisor with over 15 years of experience in the financial services industry. Cindi is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Colorado and also holds a Series 63 and Series 66 license. Cindi has previously worked with several financial institutions, including Capital Financial Services, Inc. and Morgan Stanley. Cindi specializes in providing financial advice to individuals, high net worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
07/06/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FORT COLLINS CO)
NM
04/30/2014 - 09/15/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ALBUQUERQUE NM)
SD
10/20/2011 - 03/26/2014
CAPITAL FINANCIAL SERVICES, INC. (STURGIS SD)
SD
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (RAPID CITY SD)
WY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHERIDAN WY)
WY
02/15/2007 - 04/02/2007
MORGAN STANLEY DW INC. (SHERIDAN WY)
WY
12/19/2006 - 02/13/2007
PRIMEVEST FINANCIAL SERVICES, INC. (SHERIDAN WY)
WY
02/14/2006 - 12/15/2006
FINTEGRA, LLC (SHERIDAN WY)
BC
Issued 08/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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