Unclaimed
Cindy Pastin is a financial advisor with Janney Montgomery Scott LLC. Cindy has been in the industry since 1987 and is registered in multiple states. Cindy holds Series 7, Series 63 and Series 65 licenses, and is also a Registered Representative. Cindy previously worked with PARKER/HUNTER INCORPORATED in Pittsburgh, PA. Cindy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
02/25/2021 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
02/26/1987 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 02/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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