Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Luckritz is a financial advisor at Schwab Wealth Advisory, Inc., with over 20 years of experience in the industry. Cindy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63 and 66 licenses. She is also registered as an investment advisor representative in several states. Cindy's expertise lies in financial planning and portfolio management for individuals and businesses. Cindy specializes in providing financial planning services and managing investment portfolios for both individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (LONE TREE CO)
BOTH
Issued 07/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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