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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 Suzanne Casey is a financial advisor at Edward Jones with over 25 years of experience in the financial services industry. Cynthia has been with Edward Jones since 2017. She has held previous roles with Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Piper Jaffray Inc., and Kirkpatrick, Pettis, Smith, Polian Inc. Cynthia has a strong background in investment advisory services and holds the Series 63, 65, and 66 securities licenses as well as the Series 7 and SIE licenses. She is registered with the state of Washington and has been a registered investment advisor since 1999. Cynthia has extensive experience working with a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, corporations, and pension plans. She specializes in providing financial planning, portfolio management, and investment advisory services to her 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
03/15/2017 - Present
Edward Jones (OAK HARBOR WA)
MO
03/11/1999 - 10/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/20/1998 - 03/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/14/1986 - 02/06/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
04/18/1984 - 01/06/1986
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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