Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lorraine Birch is a registered representative with PFS Investments Inc. based in Jacksonville, FL. Cynthia has been in the financial services industry since February 2012 and has a Series 6, Series 26, and Series 63 license. Cynthia is registered in Colorado, Florida and South Carolina. PFS Investments Inc. is a firm based in Duluth, GA with approximately 8.5 billion dollars in assets under management.
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
02/22/2012 - Present
PFS Investments Inc. (JACKSONVILLE FL)
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Birch is the right advisor for you? Invested Better is here to help.
