Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia O'Meara is a financial advisor who has been in the industry since October 1986. Cynthia is currently registered with Cambridge Investment Research Advisors, Inc. in Minnesota and Texas. She is also registered with Cambridge Investment Research, Inc., a firm that provides financial advice and planning to individual clients, businesses, and institutions. Cynthia provides advisory services such as financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management. Cynthia's areas of expertise include investments, retirement planning, and insurance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Owatonna MN)
MN
05/21/1997 - 11/01/2017
SII INVESTMENTS, INC. (OWATONNA MN)
MN
12/05/1990 - 05/20/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
10/27/1988 - 12/05/1990
KINGLAND CAPITAL CORPORATION
NA
10/07/1986 - 11/03/1988
EDWARD D. JONES & CO., L.P.
BOTH
Issued 07/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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