Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Spekhart is an investment advisor representative with OSAIC WEALTH, INC. in Bridgewater, NJ. Cynthia is a Certified Financial Planner. Cynthia has been in the financial industry for over 25 years. Cynthia is registered to provide securities and investment advisory services in Delaware, Florida, Illinois, Maine, New Hampshire, New Jersey, New York, and Vermont. Cynthia also works as a Financial Planner and Attorney at Law. Cynthia's areas of expertise include financial planning, insurance sales, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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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NJ
01/19/2024 - Present
Osaic Wealth, Inc. (Bridgewater NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Bridgewater NJ)
NJ
01/21/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Bridgewater NJ)
NJ
01/03/2011 - 01/23/2015
VOYA FINANCIAL ADVISORS, INC. (WOODBRIDGE NJ)
NJ
10/31/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WOODBRIDGE NJ)
NJ
07/22/2002 - 10/19/2006
CHARLES SCHWAB & CO., INC. (MILLBURN NJ)
IL
11/24/2000 - 05/15/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/09/1998 - 11/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/14/1997 - 09/04/1997
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 11/14/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/9/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 5/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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