Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy P. Wong is a financial advisor with Osaic Wealth, Inc. based in Roseville, California. Cindy has been in the financial industry since October 9, 2019 and holds Series 6 and 63 securities licenses. Cindy has previously worked with Securities America, Inc., Northwestern Mutual Investment Services, LLC, Farmers Financial Solutions, LLC, and Pruco Securities, LLC. Cindy specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit sharing plans, and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
01/02/2024 - 06/14/2024
SECURITIES AMERICA, INC. (ROSEVILLE CA)
CA
07/14/2022 - 01/02/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
08/30/2021 - 04/29/2022
FARMERS FINANCIAL SOLUTIONS, LLC (CAMERON PARK CA)
CA
10/17/2017 - 11/20/2019
PRUCO SECURITIES, LLC. (ROSEVILLE CA)
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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