Cindi L. Berdar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cindi Lynn Berdar, CFP®, who also goes by Cindi Lynn Bailey, Cindi Lynn Bleker, was a registered financial professional .
Cindi is a previously registered financial professional and started their career in finance in 1989. Cindi had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2008
Experience
February 6, 2015 - April 4, 2019
FINANCIAL MANAGEMENT, INC.
December 2, 2014 - April 23, 2019
LPL FINANCIAL LLC
February 7, 2002 - December 4, 2014
VALIC FINANCIAL ADVISORS, INC.
December 19, 2000 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
December 19, 2000 - December 4, 2014
VALIC FINANCIAL ADVISORS, INC.
October 17, 1997 - November 22, 2000
CETERA WEALTH SERVICES, LLC
February 14, 1995 - April 16, 1996
U.S. BANCORP SECURITIES
April 16, 1993 - April 11, 1994
U.S. BANCORP SECURITIES
February 7, 1991 - April 2, 1993
CAPITAL BROKERAGE CORPORATION
September 25, 1989 - February 4, 1991
PACIFIC FIRST SECURITIES, LTD.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FINANCIAL MANAGEMENT, INC.
CRD#: 117578 / SEC#: 801-80360
Contact information
Red Flags
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