Unclaimed
Cynthia Williams is a financial advisor with PFS Investments Inc. Cynthia is a registered representative with the state of Connecticut and Florida. Cynthia holds the Series 6 and Series 63 licenses. Cynthia also holds the Securities Industry Essentials Examination (SIE) certification.
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.
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.
1
2
FL
05/05/2008 - Present
PFS Investments Inc. (VERO BEACH FL)
BC
Issued 09/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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