Unclaimed
Cynthia Troyer is a financial professional with over 20 years of experience in the industry. Cynthia is currently registered with PFS Investments Inc., a firm specializing in investment management for both individuals and businesses. Cynthia's expertise spans various aspects of financial planning, including portfolio management, and she is committed to providing clients with customized investment solutions tailored to their individual needs. Cynthia holds the Series 6 and Series 63 licenses, demonstrating her commitment to professional development and adherence to industry standards.
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
AZ
01/13/2023 - Present
PFS Investments Inc. (PHOENIX AZ)
MO
06/22/2006 - 12/31/2022
PFS INVESTMENTS INC. (KANSAS CITY MO)
NA
08/06/1993 - 12/13/1994
FRANKLIN FINANCIAL SERVICES CORPORATION
NA
12/02/1991 - 03/10/1993
N.I.S. FINANCIAL SERVICES, INC.
BC
Issued 01/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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