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Cindi Dee Kreidell

CRD# 2068090·Registered 1990 - 2015
Previously Registered: Being a previously registered professional could mean that Cindi 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.

Professional Summary

Cindi Dee Kreidell, who also goes by Cindi D Bunch, Cindi Dee Bunch, was a registered financial advisor. Cindi was a previously registered financial professional and started their career in finance 1990 - 2015. Cindi had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cindi D Bunch, Cindi Dee Bunch

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Atlanta, GA
April 25, 2012 - January 20, 2015
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Atlanta, GA
July 15, 2011 - January 20, 2015
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
Atlanta, GA
January 31, 2003 - July 18, 2011
THE VARIABLE ANNUITY MARKETING COMPANY·CRD# 5081
BD
Houston, TX
October 25, 2001 - December 31, 2001
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
BD
Atlanta, GA
October 25, 2001 - July 18, 2011
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
BD
San Antonio, TX
February 4, 1994 - September 17, 2001
BNY MELLON SECURITIES CORPORATION·CRD# 231
BD
New York, NY
July 19, 1990 - September 1, 1993

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Current Firm

MF
MSI FINANCIAL SERVICES, INC.

METLIFE SECURITIES INC. | MSI FINANCIAL SERVICES, INC. | METLIFE SECURITIES, INC

CRD#: 14251 / SEC#: 801-22306, 8-30447
BD
Terminated by SEC on 07/03/2017

Contact Information

Main Address

1295 State Street, Springfield, MA 01111

Established

Delaware since 08/15/1983

Firm Type

Corporation

Fiscal Year End

December

Documents

Latest Form ADV

Part 2 Brochures

FUND SELECT/FUND SELECT PREMIER PROGRAMS DISCLOSURE BROCHURE (1/3/2017)

Direct owners and executive officers

NamePositionCRD#
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYDIRECT OWNER—
BENSON, WENDY ANNCHIEF EXECUTIVE OFFICER AND DIRECTOR2140720
CHICARES, ELIZABETH WARDDIRECTOR2194754
FANNING, MICHAEL ROBERTDIRECTOR1620072
FRANCELLA, AMYSECRETARY AND CHIEF LEGAL OFFICER1881552
FREDERICK, CHRISTINE SPENCERCHIEF COMPLIANCE OFFICER2641636
HOLTZER, DAVID MICHAELPRESIDENT4345697

Disclosures

Regulatory Event

41

Civil Event

1

Arbitration

13

Bond

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1990About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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