Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Yac is a registered investment advisor representative with FCA Corp., based in Houston, Texas. Cindy has been in the financial services industry since September 2013. Cindy has earned the Series 65 license and holds a Uniform Investment Adviser Law Examination certification. Cindy has experience working with a variety of clients, including high-net-worth individuals, investment companies, and pooled investment vehicles. Cindy provides financial planning and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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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TX
09/16/2019 - Present
FCA Corp. (HOUSTON TX)
IA
Issued 09/15/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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