Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Vail is a registered investment advisor representative with PFS Investments Inc. Cynthia is also a registered representative in Arizona, California, Colorado, Florida, and Texas. Cynthia has been in the securities industry since January 15, 2012. PFS Investments Inc. is a registered investment advisor that offers a variety of financial services, including investment management, financial planning, and retirement planning. The firm has approximately $8,461,983,895 in regulatory 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.
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TX
10/21/2021 - Present
PFS Investments Inc. (SAN ANTONIO TX)
IA
Issued 09/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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