Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Kois is a financial professional with over 20 years of experience in the industry. Cynthia is currently registered with Nationwide Investment Services Corp. and has been with the firm since September 2006. Previously, Cynthia worked at PHOENIX EQUITY PLANNING CORPORATION. Cynthia holds the Series 6 and SIE licenses.
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.
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.
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2
NY
09/19/2006 - Present
Nationwide Investment Services Corp. (TROY NY)
NY
12/18/2003 - 08/14/2006
PHOENIX EQUITY PLANNING CORPORATION (EAST GREENBUSH NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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