Unclaimed
Cindy Abramovic is an investment advisor representative with Ameriprise Financial Services, LLC, based in Daytona Beach, FL. Cindy has been in the financial services industry since 1981. Cindy has been registered with Ameriprise Financial Services, Inc. since August 2017 and Ameriprise Financial Services, LLC since March 2020. Cindy has held prior registrations with several other firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Shearson Lehman Brothers Inc. Cindy is licensed to provide investment advice and services in 26 states.
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 services
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.
1
2
FL
09/11/2017 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
06/01/2009 - 09/01/2017
MORGAN STANLEY (ORMOND BEACH FL)
FL
11/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORMOND BEACH FL)
FL
05/13/1994 - 11/21/2008
UBS FINANCIAL SERVICES INC. (DAYTONA BEACH FL)
NA
07/25/1985 - 05/27/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
04/13/1981 - 05/27/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/20/1985 - 07/30/1985
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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