Unclaimed
Cynthia Litwitz is a financial advisor at Ameriprise Financial Services, LLC. Cynthia has been working in the financial services industry since 1997. Cynthia has a broad range of experience in the financial services industry and provides financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Cynthia is registered as a securities agent in several states and is also licensed as a Registered Representative and a Registered Investment Advisor. Cynthia is a Certified Financial Planner. Cynthia is committed to helping clients achieve their financial goals and providing them with personalized financial advice.
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.
Asset allocation services
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
MN
09/20/2018 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
07/06/1999 - 08/30/2010
SIGNATOR INVESTORS, INC. (MINNEAPOLIS MN)
IA
04/28/1997 - 09/21/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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