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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Allen Mann is a financial advisor who has been working in the industry since 1990. Cynthia has a wide range of experience in the financial services industry, having worked for a number of firms over the years. Cynthia is currently registered with Commonwealth Financial Network and is licensed to offer securities and investment advisory services in 22 states. Cynthia holds the Series 3, 5, 7 and 66 licenses. Cynthia is also a registered investment advisor in Illinois. Cynthia's experience and qualifications make her a valuable resource for investors looking for financial guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/08/2024 - Present
Commonwealth Financial Network (Oak Brook IL)
IL
08/28/2017 - 05/08/2024
GROVE POINT INVESTMENTS, LLC (Oak Brook IL)
IL
09/08/2009 - 09/05/2017
LPL FINANCIAL LLC (OAKBROOK TERRACE IL)
IL
10/21/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (OAKBROOK TERRACE IL)
MO
11/30/2000 - 09/04/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
02/02/1998 - 10/16/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
04/29/1997 - 02/02/1998
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
06/18/1993 - 05/01/1995
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
10/22/1992 - 11/28/1992
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
NY
09/04/1991 - 09/21/1992
BARCLAYS DE ZOETE WEDD SECURITIES INC. (NEW YORK NY)
NA
01/25/1990 - 09/19/1990
ROSE SECURITIES CORPORATION
NA
12/06/1989 - 01/01/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
08/21/1985 - 12/19/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/25/1982 - 09/06/1983
SALOMON BROTHERS INC.
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1985
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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