Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Low is a financial advisor with over 30 years of experience in the financial services industry. Cynthia is registered with Geneos Wealth Management, Inc. and has worked for other firms, including MULTI-FINANCIAL SECURITIES CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, and WADDELL & REED, INC. Cynthia holds a number of industry certifications including the Series 6, 7, 22, 24, 63, and 66 licenses. Cynthia provides a variety of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
1
2
MN
03/06/2010 - Present
Geneos Wealth Management, Inc. (AUSTIN MN)
CO
11/11/1994 - 07/02/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
01/31/1994 - 11/15/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
KS
06/04/1988 - 02/04/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 02/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Low is the right advisor for you? Invested Better is here to help.
