Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Jean Foresta is a financial advisor with over 28 years of experience in the industry. Cynthia is currently registered with The Huntington Investment Co. and has held previous positions at KEY INVESTMENT SERVICES LLC, MCDONALD INVESTMENTS INC., NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., and MCDONALD & COMPANY SECURITIES, INC. Cynthia is licensed to provide investment advice in Ohio and Texas and has achieved Series 7, Series 24, Series 66, Series 99TO and SIE licenses. Cynthia specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/29/2024 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
01/03/2006 - 09/13/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
10/20/2005 - 01/04/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
10/08/1996 - 10/05/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
06/21/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
11/25/1994 - 10/07/1996
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 04/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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