Unclaimed
Cindy Furze is a registered representative with Park Avenue Securities LLC. Cindy has been in the industry since 2021 and holds the Series 66, Series 7TO, and SIE exams. Cindy is currently registered in California and Washington to provide both broker-dealer and investment advisory services. Cindy also provides services to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Cindy has experience providing financial planning, educational seminars, and selection of other advisors services to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/19/2023 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
BOTH
Issued 01/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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