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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Pulver is a financial advisor currently registered with Kingswood Wealth Advisors, LLC. Cynthia has been in the industry since 1996 and holds Series 6, 63, 22, 26 and SIE licenses, as well as the Uniform Investment Adviser Law Examination. Cynthia has experience working with corporations, individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Cynthia offers hourly consulting, financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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.
Hourly consulting
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
01/04/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
NY
12/15/2021 - 12/23/2021
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
UT
02/05/2019 - 11/26/2021
INTERNATIONAL ASSETS ADVISORY, LLC (AMERICAN FORK UT)
UT
01/13/2014 - 01/18/2019
PURSHE KAPLAN STERLING INVESTMENTS (PLEASANT GROVE UT)
UT
03/27/2013 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (PLEASANT GROVE UT)
UT
01/06/2012 - 03/25/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH JORDAN UT)
UT
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SOUTH JORDAN UT)
GA
04/23/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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