Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Crossett is a financial advisor in Prescott, Arizona. Cindy is a registered representative of J. W. Cole Advisors, Inc. and is also licensed as an investment advisor in Arizona. Cindy has been in the financial services industry since 2011 and holds the Series 6, 7, 63 and 65 securities licenses, as well as the SIE exam. She is a Chartered Financial Consultant and has experience working with individuals, businesses, and charitable organizations. Cindy offers financial planning, portfolio management, and hourly & fixed rate consulting services. She also provides educational seminars for 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate 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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AZ
02/06/2018 - Present
J. W. Cole Advisors, Inc. (PRESCOTT AZ)
AZ
08/17/2011 - 02/07/2018
ONEAMERICA SECURITIES, INC. (COTTONWOOD AZ)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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