Unclaimed
Cynthia Davis is a registered representative with The Huntington Investment Co., having joined the firm in 2020. Prior to joining the firm, Cynthia was with NYLIFE SECURITIES LLC. Cynthia is licensed to sell securities in Indiana and holds the Series 6, Series 63, and SIE licenses. Cynthia specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
03/17/2020 - Present
THE Huntington Investment Co. (ZIONSVILLE IN)
IN
05/24/2018 - 03/02/2020
NYLIFE SECURITIES LLC (CARMEL IN)
BC
Issued 06/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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