Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Marie Cox is a financial advisor with over 30 years of experience in the financial services industry. Currently, Cynthia is an investment advisor representative with Osaic Wealth, Inc. in Sullivan, Indiana, offering a range of financial services including financial planning, portfolio management, and investment advisory services. Prior to joining Osaic Wealth, Inc. in 2024, Cynthia worked with Woodbury Financial Services, Inc., Questar Capital Corporation, and Capital Select Investments Corp., among other firms. Cynthia is registered in Florida, Illinois, and Indiana.
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.
A percentage of the total value of assets under management is charged.
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2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (SULLIVAN IN)
IN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SULLIVAN IN)
IN
10/13/2008 - 03/01/2019
QUESTAR CAPITAL CORPORATION (SULLIVAN IN)
IN
04/13/1993 - 09/23/2008
CAPITAL SELECT INVESTMENTS CORP. (SULLIVAN IN)
IN
01/23/1990 - 11/26/1990
ALANAR INCORPORATED (SULLIVAN IN)
NA
11/21/1988 - 01/22/1990
F & G SECURITIES, INC.
NJ
05/26/1988 - 10/31/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/26/1988 - 10/31/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/1990
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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