Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Maxwell is a financial professional with over 15 years of experience in the financial industry. Cynthia is currently registered as a securities agent in Minnesota and Utah. Cynthia is a registered representative of CU Investment Solutions LLC, and has worked with them for over 15 years. Cynthia's professional experience is mainly focused on working with institutional clients.
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.
Non discretionary investment advisory for institutional clients
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.
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KS
12/08/2021 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
KS
02/04/2017 - 12/11/2019
CU INVESTMENT SOLUTIONS LLC (OVERLAND PARK KS)
KS
06/14/2007 - 03/02/2015
CU INVESTMENT SOLUTIONS LLC (OVERLAND PARK KS)
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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