Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Pruemm is an investment advisor representative with Corecap Advisors. Cynthia has been in the industry since October 2006 and is licensed to advise in Illinois. Cynthia is also an independent insurance agent with SIS Financial Group. Cynthia specializes in financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cynthia has a total of 8713 clients with $2,467,486,750 in regulatory assets under management.
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.
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.
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MI
06/20/2019 - Present
Corecap Advisors (SOUTHFIELD MI)
IA
Issued 06/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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