Unclaimed
Cynthia Byrd is a financial advisor with Edward Jones. Cynthia has been in the financial industry since 1988 and has been registered with the state of Illinois since 1999. Cynthia holds the Series 6, 7 and 63 licenses as well as the SIE. Cynthia is a Certified Financial Planner and has a vast amount of experience in providing financial planning and investment advice to individuals, businesses and pension plans. Prior to joining Edward Jones, Cynthia worked at PRIMEVEST FINANCIAL SERVICES, INC. and GNA 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
IL
12/18/2018 - Present
Edward Jones (OREGON IL)
MN
03/06/1992 - 02/01/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
VA
02/10/1988 - 03/12/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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