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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 Mary Couyoumjian is a registered investment advisor representative with Independent Financial Group, LLC. Cynthia has been in the industry since 1986 and holds the Series 6, 7, 22, 24, 26, 31, and 63 licenses, as well as the SIE and Series 65 exams. Cynthia also holds the Certified Financial Planner designation. Cynthia has a wide range of experience and knowledge in the financial services industry, working with individuals, families, and businesses to help them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/10/2015 - Present
Independent Financial Group, LLC (TUSTIN CA)
CA
07/06/2004 - 05/11/2010
FIRST ALLIED SECURITIES, INC. (TUSTIN CA)
SC
12/12/2003 - 07/08/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/13/1986 - 12/17/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/13/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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