Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Sisneros is a registered investment advisor representative with PFS Investments Inc. Cynthia has been in the industry since 2014. Cynthia holds Series 6, 63, 26 and 65 licenses and the SIE. Cynthia is registered with the states of Texas, Indiana and New Mexico. Cynthia is also licensed to conduct business in New Mexico. Cynthia is located in Huntersville, NC and offers financial planning, portfolio management for individuals and selection of other advisers.
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.
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NC
02/04/2019 - Present
PFS Investments Inc. (HUNTERSVILLE NC)
IA
Issued 12/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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