Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Dalbey Greenburg is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Cynthia has been in the financial industry since May 1995. Cynthia is a registered representative in Arizona, California, Illinois, Iowa, Nevada, New York, Ohio, and Texas. Cynthia also holds licenses as an investment advisor representative in Illinois and Texas. Cynthia is affiliated with Cambridge Investment Research Advisors, Inc. and has offices in Chicago, Illinois. Cynthia's previous employers include Broker Dealer Financial Services Corp. and Dickinson & Co. Cynthia provides various advisory services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
10/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Chicago IL)
IL
01/02/1997 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (CHICAGO IL)
IA
05/12/1995 - 12/31/1996
DICKINSON & CO. (DES MOINES IA)
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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