Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Ghattas is a financial advisor who has been in the industry for over 10 years. Cindy has a combined state law examination from the state of Kansas and the Series 7 and SIE securities licenses. Cindy is a Certified Financial Planner and currently works with Creative Planning. Cindy is a registered Investment Advisor in North Carolina.
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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KS
12/07/2017 - Present
Creative Planning (OVERLAND PARK KS)
KS
07/23/2007 - 05/07/2016
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 08/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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