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Cindy Bryant is a financial advisor with Osaic Wealth, Inc. Cindy has been working in the financial industry since 1996. Cindy is registered with the following states: Arizona, California, Colorado, Florida, Idaho, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, and Washington. Cindy has a Series 7, Series 63, and Series 66 license and the SIE exam. Cindy's firm offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Cindy is also a registered investment advisor with The Ameriflex Group, Inc.
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
AZ
02/07/2024 - Present
Osaic Wealth, Inc. (TEMPE AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
09/27/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
05/29/1996 - 10/22/2004
CUE (PHOENIX AZ)
BOTH
Issued 09/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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