Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sindy? Claim Your ProfileSindy Marie Wylie is a financial advisor registered with Cetera Investment Advisers LLC. Sindy has been working in the financial services industry since 1994, and has held registrations in multiple states. Sindy is a certified divorce financial analyst and offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Sindy holds several licenses and certifications including Series 6, 7, 24, 51, and 63. Sindy is committed to providing her clients with personalized financial advice to help them achieve their goals.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/19/2019 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
09/13/1994 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 9/7/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/8/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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