Unclaimed
Cindy Gail Sipkin is a financial advisor with Cetera Investment Advisers LLC. Cindy is based in Uniondale, NY. Cindy has been in the financial services industry since 1981 and has a broad range of experience in investment management, financial planning, and retirement planning. Cindy has been registered with Securian Financial Services, Inc. and New England Securities in the past. Cindy has a wide range of expertise in providing financial advice to individuals, corporations, and pension and profit-sharing plans. Cindy can provide guidance on a variety of financial topics, including investment strategies, retirement planning, college savings, insurance, and estate planning.
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.
1
2
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
01/28/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (UNIONDALE NY)
NY
06/09/2004 - 01/22/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
CT
08/30/1993 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
04/26/1983 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
04/05/1983 - 09/09/1986
NATHAN & LEWIS SECURITIES, INC.
NA
08/18/1981 - 01/21/1982
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 01/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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