Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Ann Fason is a financial professional with over 24 years of experience in the industry. Cynthia is currently registered with Osaic Wealth, Inc. in North Dakota as a Registered Representative and Investment Advisor Representative. Cynthia has also held previous registrations with Securities America, Inc., AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Cynthia holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
ND
10/29/2015 - 06/14/2024
SECURITIES AMERICA, INC. (FARGO ND)
ND
06/16/1999 - 11/05/2015
AXA ADVISORS, LLC (FARGO ND)
NY
06/16/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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