Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Paskett is a financial advisor at Osaic FA, Inc. based in Fort Wayne, IN. Cynthia has been in the financial industry since February 1990 and is registered with the state of Utah. Cynthia has worked with a number of firms in the past including The Lincoln National Life Insurance Company, Securities America, Inc., and American Express Financial Advisors Inc. Cynthia specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
IN
08/26/2004 - Present
Osaic FA, Inc. (FORT WAYNE IN)
IN
08/26/2004 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
05/26/2000 - 09/11/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/28/1995 - 02/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/1995 - 02/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/24/1993 - 04/14/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
07/10/1992 - 04/14/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/10/1992 - 04/14/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/02/1990 - 05/28/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/26/1988 - 09/06/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/02/1987 - 01/12/1990
FITZGERALD, DEARMAN & ROBERTS, INC.
NA
07/23/1986 - 01/02/1987
EQUITY-ONE CORPORATION
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Paskett is the right advisor for you? Invested Better is here to help.
