Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Crossen is a financial advisor with Truist Advisory Services, Inc. Cynthia has been in the financial industry since 1991. Cynthia holds the following licenses: Series 7, Series 9, Series 10, Series 63, and Series 66. Cynthia specializes in portfolio management for individuals and businesses, financial planning, selection of other advisors, and publication of periodicals. Cynthia has a strong background with financial services companies such as TD Ameritrade, Inc., Charles Schwab & Co., Inc., Dean Witter Reynolds Inc., Waddell & Reed, Inc., and SunTrust Securities, Inc.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
08/29/2018 - Present
Truist Advisory Services, Inc. (KNOXVILLE TN)
AL
02/26/2018 - 04/04/2018
TD AMERITRADE, INC. (HUNTSVILLE AL)
AL
11/22/2004 - 02/26/2018
SCOTTRADE, INC. (HUNTSVILLE AL)
TX
11/11/1996 - 04/15/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/04/1993 - 12/17/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
KS
08/05/1991 - 06/08/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
GA
12/01/1987 - 02/04/1991
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 05/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Crossen is the right advisor for you? Invested Better is here to help.
