Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Lynne Wallace is a registered representative at PFS Investments Inc. Cindy is a licensed securities agent with experience in securities industry. Cindy has been working in the financial industry since February 2022 and has taken the Securities Industry Essentials (SIE) exam, the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Uniform Securities Agent State Law Examination (Series 63). Cindy is registered with the state of Connecticut.
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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TX
02/17/2022 - Present
PFS Investments Inc. (PLANO TX)
BC
Issued 06/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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