Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Anne Herron has been in the financial industry since July 1987. Cynthia is currently registered with Osaic Wealth, Inc. in Kansas City, Missouri and Overland Park, Kansas. Cynthia provides financial planning and portfolio management services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth individuals. Previously, Cynthia worked with Securities America, Inc., Liberty Partners Financial Services, LLC, ING Financial Partners, Inc., Multi-Financial Securities Corporation, Princor Financial Services Corporation, PML Securities Company, Berkshire Equity Sales, Inc., and Green Hill Financial Service Corporation.
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.
1
2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
KS
05/22/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Overland Park KS)
NC
05/29/2013 - 05/26/2020
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
KS
05/23/2005 - 05/30/2013
ING FINANCIAL PARTNERS, INC. (OVERLAND PARK KS)
CO
12/16/2004 - 06/10/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
02/14/1996 - 12/17/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
DE
04/27/1994 - 01/19/1996
PML SECURITIES COMPANY (NEWARK DE)
MA
12/12/1992 - 03/08/1994
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NA
02/23/1987 - 09/17/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 04/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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