Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Diane Wilson is an active investment advisor representative with Principal Securities, Inc. Cynthia is licensed to offer investment advice in 41 states and has over 20 years of experience in the industry. Cynthia has held past registrations with Principal Funds Distributor, Inc. Cynthia is well-versed in financial planning, pension consulting, educational seminars, and portfolio management for individuals. Cynthia's primary office is located in DES MOINES, IA.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/03/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
10/04/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BOTH
Issued 05/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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