Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Maher is a financial advisor with over 25 years of experience in the financial services industry. She is currently registered with U.S. Bancorp Investments, Inc. Cynthia has worked with a variety of clients, including individuals, families, businesses, and institutions. She provides a range of services, including financial planning, investment management, and retirement planning. Cynthia holds Series 7, 9, 10, 24, 63 and 65 licenses.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NE
09/10/2019 - Present
U.s. Bancorp Investments, Inc. (Omaha NE)
NE
08/23/2018 - 09/03/2019
SECURITIES AMERICA, INC. (Omaha NE)
NE
06/14/2017 - 08/09/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
SD
02/05/2013 - 06/13/2017
CETERA INVESTMENT SERVICES LLC (WATERTOWN SD)
MN
12/14/2011 - 01/11/2013
LPL FINANCIAL LLC (SAVAGE MN)
MN
01/03/2011 - 09/09/2011
WELLS FARGO ADVISORS, LLC (ROCHESTER MN)
MN
08/07/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
MN
07/08/1997 - 08/07/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NY
08/17/1995 - 05/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
SC
02/07/1994 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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