Strategic Financial Advisor
Unlock the door to financial confidence with Cynthia, where expertise meets dedication in navigating your financial journey. With over 25+ years of distinguished experience across prestigious investment firms in the United States, Cynthia brings a wealth of knowledge and a commitment to your financial success.
Cynthia Alexandra Jackson also known as Cynthia Alexander Depken, is a registered financial advisor currently at U.S. BANCORP INVESTMENTS, INC. located in Charlotte, North Carolina.
Cynthia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started her career in finance in 2000. Cynthia has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
About Cynthia
Your Trusted Partner in Financial Success
Cynthia isn’t just a highly experienced financial broker, she’s a consultant recognized for outstanding achievements.
Cynthia leverages her extensive knowledge and passionate team to craft personalized financial solutions for individuals and businesses.
Transparency, integrity, and your satisfaction are at the core of everything we do. We believe in forging lasting partnerships built on trust and mutual respect.
When you partner with us, you gain peace of mind knowing you’re making a smart investment in your future.
STRATEGIC FINANCIAL ANALYST
PROVEN TRACK RECORD
Registration History
INTERCAM SECURITIES, INC. (CRD# 146667)
2019 – Present (5 years)
SANTANDER INVESTMENT SECURITIES (CRD# 37216)
2006 – 2016 (9 years)
EQUITY STATION, INC. (CRD# 103620)
2006 – 2006 (8 months)
VFINANCE INVESTMENTS, INC (CRD# 44962)
2002 – 2006 (4 years)
VFINANCE CAPITAL LC (CRD# 46528)
2001 – 2001 (10 months)
SANLINE CAPITAL RESOURCES, LLC (CRD# 103841)
2000 – 2002 (1 year)
SANTANDER INVESTMENT SECURITIES (CRD# 37216)
1998 – 1999 (1 year)
Registration History
SANTANDER INVESTMENT SECURITIES INC. (CRD# 37216)
NEW YORK, NY
EQUITY STATION, INC (CRD# 103620)
BOCA RATON, FL
VFINANCE INVESTMENTS, INC (CRD# 44962)
NEW YORK, NY
SANLINE CAPITAL RESOURCES, LLC (CRD# 103841)
BOCA RATON, FL
VFINANCE CAPITAL LC (CRD# 46528)
NEW YORK, NY
SANTANDER INVESTMENT SECURITIES (CRD# 37216)
NEW YORK, NY
Examinations
Series 66 – Uniform Combined State Law Examination
Apr 16, 2019
Series 63 – Uniform Securities Agent State Law Examination
Oct 23, 2006
Series 65 – Series 65 – Uniform Investment Adviser Law Examination
Jan 16, 2002
Series 87 – Research Analyst Exam – Part II Regulations Module
Feb 5, 2021
Series 86 – Research Analyst Exam – Part I Analysis Module
Dec 8, 2020
Current Registration
U.S. BANCORP INVESTMENTS, INC.
CRD#: 17868
214 N Tryon St
Charlotte, NC 28202
MY ADVANTAGE
MY ADVANTAGE
Boost Your Productivity
Streamline your finances and free up time for what matters most. Schedule a consultation today to learn more!
Lifetime Mentorship
I’ll be your financial partner for life, guiding you towards informed decisions every step of the way. Let’s discuss your goals and get started!
Start Fresh, No knowledge Needed
Feeling lost with finances? I’ll break down complex concepts into clear terms, empowering you to take control. Start your financial journey today – no prior knowledge needed!
Stay Informed, Stay Ahead
Stay informed and proactive with my regular communication and market updates. Together, we’ll keep your financial plan on track. Partner with me for a secure financial future!
TESTIMONIALS
What our client's saID
Sarah Jones
Cynthia is a financial rockstar! Her personalized approach and clear explanations helped me understand complex financial concepts and create a retirement plan that gives me peace of mind. I highly recommend her services!
David Lee
Before working with Cynthia, I felt lost and unsure about investing. Now, I feel confident in my investment decisions thanks to her strategic guidance and ongoing support. Cynthia transformed my financial outlook.
John Thomson
Cynthia helped my family navigate the complexities of college planning. Her insights and knowledge allowed us to create a strategy that will ensure our children have access to a quality education without breaking the bank.
Near 3 decades of dedication to continuous learning: extensive studies, practical experience, and a passion for sharing knowledge.
Contact
- 443-653-4464
- hello@cynthiamcclurealexander.com
- 1221 Brickell Avenue Suite 200 Miami, FL 33131
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