Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Marker Hegy is a financial advisor with over 30 years of experience in the financial services industry. Cindy is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, Series 24, Series 7, and SIE licenses. She is currently registered with the state of Colorado as an investment advisor representative and is also registered with the state of Nebraska, North Carolina, Utah and Washington. Cindy is currently employed by Geneos Wealth Management, Inc. and has also worked for Royal Alliance Associates, Inc., Investment Management & Research, Inc, Financial Network Investment Corporation, Cooperative Financial Planners, Ltd., Mutual Benefit Financial Service Company and Boettcher & Company, Inc. Cindy's areas of expertise include portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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
CO
03/07/2012 - Present
Geneos Wealth Management, Inc. (GREENWOOD VILLAGE CO)
CO
04/09/1996 - 04/25/2008
ROYAL ALLIANCE ASSOCIATES, INC. (GREENWOOD VILLAGE CO)
FL
01/11/1990 - 04/11/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
CA
05/07/1985 - 01/15/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
11/15/1986 - 06/01/1988
COOPERATIVE FINANCIAL PLANNERS, LTD.
NA
10/22/1984 - 04/15/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
10/19/1983 - 07/20/1984
BOETTCHER & COMPANY, INC.
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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