Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyndi? Claim Your ProfileCyndi Kay has been a financial advisor for over 30 years. Cyndi is a CERTIFIED FINANCIAL PLANNER™ professional who offers a wide range of investment services to individuals and families. Cyndi has experience working with high-net-worth individuals, families, corporations, and charitable organizations. Cyndi currently works at D.A. Davidson & Co., a firm with over 600 investment advisors. Cyndi previously worked at RBC Capital Markets Corporation and Prudential Securities Incorporated. Cyndi is registered to offer investment advice in 24 states, including Arizona, California, Colorado, Connecticut, and Idaho. She holds Series 7, 9, 10, 31, and 65 licenses.
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.
1
2
ID
10/10/2018 - Present
D.a. Davidson & Co. (BOISE ID)
ID
09/10/1999 - 10/17/2008
RBC CAPITAL MARKETS CORPORATION (BOISE ID)
NY
11/03/1993 - 09/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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