Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Cutting Smits is a financial professional with over 30 years of experience in the industry. Cindy currently works at Centaurus Financial, Inc. in Upland, California. Previously, Cindy worked at Brokers International Financial Services, LLC., ING Financial Partners, Inc., PRUCO Securities Corporation, and Waddell & Reed, Inc. Cindy holds the Series 6 and Series 22 licenses and the SIE. Cindy specializes in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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2
CA
01/26/2010 - Present
Centaurus Financial, Inc. (UPLAND CA)
CA
11/17/2009 - 01/05/2010
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (UPLAND CA)
CA
12/12/1987 - 09/18/2009
ING FINANCIAL PARTNERS, INC. (UPLAND CA)
NJ
06/03/1986 - 11/18/1987
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
02/27/1985 - 03/06/1986
WADDELL & REED, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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