Unclaimed
Cynthia Spinning is a financial advisor with PFS Investments Inc., a registered investment advisor with over 8.46 billion dollars in regulatory assets under management. Cynthia is registered with the state of Florida and Texas. She has been in the financial services industry since August 9, 2007. Prior to joining PFS Investments Inc., Cynthia worked for Ameriprise Financial Services, Inc. Cynthia holds the Series 7, Series 66, and SIE licenses. Cynthia specializes in providing portfolio management services to individuals.
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
06/22/2020 - Present
PFS Investments Inc. (TAMPA FL)
TX
01/25/2006 - 10/09/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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