Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Slater is an investment advisor representative with DSG Capital Advisors, LLC based in Edina, Minnesota. Cynthia has been in the industry since 1988 and has a strong background in financial planning and portfolio management. Cynthia Slater is also registered with the state of Minnesota as an Investment Advisor Representative.
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.
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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MN
08/21/2024 - Present
DSG Capital Advisors, LLC (EDINA MN)
MN
10/01/2018 - 08/16/2024
HIGHTOWER SECURITIES, LLC (Minneapolis MN)
MN
07/25/1988 - 12/10/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 11/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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