Unclaimed
Cindy Everly is a financial advisor at Founders Financial Securities LLC. Cindy has been in the financial services industry since 2004. Cindy Everly holds licenses in Maryland, New York, Pennsylvania, Texas, Virginia, and West Virginia. Cindy Everly is a registered representative and investment advisor representative. She is also a certified public accountant (CPA). Cindy Everly works with individuals, corporations, and pension plans.
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.
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
MD
01/06/2021 - Present
Founders Financial Securities LLC (WILLIAMSPORT MD)
MD
12/09/2004 - 11/19/2012
MONEY CONCEPTS CAPITAL CORP (WILLIAMSPORT MD)
BOTH
Issued 01/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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