Unclaimed
Cynthia Corona is a financial advisor at Wintrust Investments LLC. Cynthia is registered to provide financial advice in Alabama, Arizona, Colorado, Connecticut, District of Columbia, Florida, Idaho, Illinois, Maryland, and Virginia. Cynthia is licensed to offer a variety of financial products and services, including portfolio management, financial planning, and selection of other advisors. Cynthia has been in the financial industry since January 7, 2024.
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.
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
IL
01/08/2024 - Present
Wintrust Investments LLC (HINSDALE IL)
BC
Issued 09/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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