Unclaimed
Cynthia Cason is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Cynthia is licensed to provide investment advice and services in Indiana, Kentucky, and Ohio. Cynthia has been in the financial services industry since 2013. Cynthia has several years of experience in the insurance industry and is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Cynthia is committed to providing her clients with personalized financial advice and services. Cynthia is dedicated to helping her clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
KY
02/02/2024 - Present
State Farm Investment Management Corp. (Union KY)
IA
Issued 01/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cynthia Cason is the right advisor for you? Invested Better is here to help.