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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lynn De sainte maresville is an investment advisor representative with Smithbridge Asset Management, Inc. Cynthia has over 25 years of experience in the financial services industry. Cynthia has a Series 6, Series 7, and Series 63 license. Cynthia also holds the Certified Financial Planner designation. Cynthia is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Cynthia previously worked at MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.
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.
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.
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.
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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2
DE
03/22/2023 - Present
Smithbridge Asset Management, Inc. (Bethany Beach DE)
PA
03/25/2017 - 01/31/2019
MML INVESTORS SERVICES, LLC (Glen Mills PA)
NJ
09/05/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARLTON NJ)
NJ
09/05/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
NJ
05/05/1993 - 09/06/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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