Unclaimed
Cynthia Durst is a financial advisor registered with the state of Kentucky and is a registered representative of Private Client Services, LLC. Cynthia is a seasoned professional with over 15 years of experience in the industry. She is committed to providing her clients with personalized financial advice and wealth management solutions. Cynthia's areas of expertise include financial planning, portfolio management, and insurance. She is dedicated to helping her clients achieve their financial goals. Cynthia is a member of the National Association of Personal Financial Advisors and is a certified financial planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
06/05/2023 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
08/25/2008 - 05/06/2015
METLIFE SECURITIES INC. (LOUISVILLE KY)
IA
Issued 06/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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