Unclaimed
Cindy Judas is an investment advisor representative with Choreo, LLC. Cindy has been in the industry since 2014 and has a Series 65 license. Cindy provides advisory services including investment review and reporting of non-managed assets and retirement plan services to plans, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for 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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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IA
08/29/2022 - Present
Choreo, LLC (Des Moines IA)
IA
Issued 08/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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