Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sindy? Claim Your ProfileSindy Kong is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, IA. Sindy has over 20 years of experience in the financial industry and holds several professional licenses and designations. Sindy specializes in providing financial advice to a wide range of clients, including individuals, families, and businesses. Sindy's services include financial planning, investment management, and retirement planning. Sindy is committed to providing her clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
10/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Plano TX)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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