Cynthia RoepkeCRD Number: 2991754
Current Firm: Fifth Third Securities, Inc.
Cynthia Roepke (CRD# 2991754) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Toledo, OH and has over 20 years of experience in the finance industry. Cynthia Roepke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Mpm Wealth Advisors
|Fifth Third Securities||Toledo, OH||Apr 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management888MILLIONS
Total Number of Accounts4,990ACCOUNTS
Average Account Value$177,914
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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