Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Tsai is a registered representative at W&S Brokerage Services, Inc.. Cindy is a financial professional with over 20 years of experience in the financial services industry. Cindy's areas of expertise include individual and business financial planning, portfolio management and retirement planning. Cindy is committed to providing personalized service and customized solutions to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
11/15/2019 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
MO
10/04/1999 - 07/18/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 11/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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