Unclaimed
Cindy Anne Szeghy is a financial professional with over 20 years of experience in the industry. Cindy is a registered representative of PFS Investments Inc., a firm that has been serving clients for many years. Cindy is dedicated to providing comprehensive financial advice and helping clients achieve their financial goals. Cindy is committed to building long-term relationships with 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.
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.
A percentage of the total value of assets under management is charged.
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NC
07/09/2002 - Present
PFS Investments Inc. (CORNELIUS NC)
BC
Issued 07/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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