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Cynthia Diane Moynihan

Diversified Financial Advisors, LLC

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About Cynthia Diane Moynihan

Cynthia Diane Moynihan is an investment advisor representative with Diversified Financial Advisors, LLC. Cynthia has been active in the financial services industry since 1994 and holds Series 6, Series 63, and SIE licenses. Cynthia is registered to provide investment advisory services in Arkansas, Colorado, Illinois, and Missouri. Cynthia provides financial planning and portfolio management services to individual and business clients.

Firm Information

Cynthia Moynihan is currently registered with Diversified Financial Advisors, LLC. Diversified Financial Advisors, LLC is an investment advisor headquartered in TOWN AND COUNTRY, MO. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. They have approximately $451 million in regulatory assets under management.
Diversified Financial Advisors, LLC

14323 SOUTH OUTER FORTY DRIVE

TOWN AND COUNTRY, MO 63017

$451.19M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cynthia Moynihan’s Registration & Firm History

MO

08/23/1997 - Present

Diversified Financial Advisors, LLC (MARYLAND HEIGHTS MO)

MO

04/20/1994 - 09/08/2009

MUTUAL SERVICE CORPORATION (TOWN & COUNTRY MO)

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Licenses & Designations

BC

Issued 03/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Diane Moynihan.
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