ADVISOR BIO

Cindy Nguyen Pheng is an investment advisor representative registered in the state of California. Cindy has been in the industry since February 22, 2014, and currently works for Citigroup Global Markets Inc. Previously, Cindy worked for J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Cindy Verduzco is a registered representative of Eagle Strategies LLC. Cindy has been in the securities industry since September 8, 2016 and is currently registered in Alabama, California, New Jersey, and North Dakota. Cindy is also registered as an Investment Advisor Representative with Eagle Strategies LLC in California. Cindy specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals.

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ADVISOR BIO

Cindy Martinez is a financial advisor at Morgan Stanley. Cindy has been in the financial industry since 2011 and is licensed to provide investment advice in multiple states. Cindy has passed several industry exams, including Series 7, Series 63, Series 65, and Series 3. In the past, Cindy has worked at other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ally Invest Securities LLC.

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ADVISOR BIO

Cindy Xiuchan Li is a registered representative with Citigroup Global Markets Inc. in San Francisco, CA. Cindy holds both Series 7TO and Series 66 licenses and is a registered Investment Advisor in California. Cindy is a licensed agent for Citigroup Global Markets Inc.

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ADVISOR BIO

Cindy Leidelmeyer is a registered representative with J.p. Morgan Securities LLC, a leading financial services firm with a global presence. Cindy has been in the securities industry since 2013 and holds the Series 6, Series 63 and SIE licenses. Cindy is also registered in California. Cindy specializes in providing financial advice to individuals and businesses. Cindy's focus is on providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Cindy Rodriguez is a financial professional registered with Wells Fargo Clearing Services, LLC. Cindy has been working in the financial industry since July 2019. Cindy holds Series 63, 66, 7 and SIE licenses and has extensive experience in investment management. Cindy is also registered to provide investment advisory services in California and Texas. Cindy's primary focus is on working with high-net-worth individuals, corporations, and institutions.

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ADVISOR BIO

Cindy Wei Lee is a registered representative and investment advisor representative with Morgan Stanley. Cindy Wei Lee has been in the securities industry since 2000. Cindy Wei Lee has passed the Series 7, Series 63 and Series 65 exams. Cindy Wei Lee also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. and Bank of America,N.A..

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ADVISOR BIO

Cindy Havenhill is a financial professional with over 30 years of experience in the financial services industry. Cindy is registered with LPL Financial LLC and is a Certified Financial Planner. Cindy has a broad range of experience in the financial services industry, including investment advisory services, securities, and insurance. Cindy's primary office is located in Brea, California.

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ADVISOR BIO

Cindy Shi-way Shi is a financial advisor based in Cupertino, CA. Cindy has over 15 years of experience in the financial services industry. Cindy is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with Ameriprise Financial Services, Inc., Next Financial Group, Inc. and H.D. Vest Investment Services. Cindy holds a Series 6, 7, 63 and 65 license and the SIE exam. Cindy specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.

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ADVISOR BIO

Cindy Outlaw-johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Cindy has been working in the financial services industry since August 2008. Cindy is registered with the state of California and Texas. Cindy has been with Wells Fargo Clearing Services, LLC since September 2017. Previously, Cindy was an advisor with MORGAN STANLEY for eight years. Cindy is a Series 66, Series 7 and SIE licensed advisor.

SPECIALIZATIONS