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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 Gustafson is a financial advisor with over 25 years of experience in the financial services industry. Cynthia has held various roles at different firms including Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Investment Centers of America, Inc. Currently, Cynthia is a registered representative with LPL Financial LLC. Cynthia offers various financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Cynthia holds the Series 7, Series 63, and Series 65 licenses. She is also a Chartered Financial Consultant. Cynthia has been serving clients in the Iron Mountain, Michigan area for many years.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/17/2020 - Present
LPL Financial LLC (IRON MOUNTAIN MI)
MI
05/27/2010 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (IRON MOUNTAIN MI)
MI
06/18/1996 - 05/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (IRON MOUNTAIN MI)
MN
06/18/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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