Years of Experience
5-20+ Years
PASO ROBLES, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Cindy L. Bergin is a financial advisor with Stifel, Nicolaus & Company, Inc. Cindy has been in the industry since 1994. Cindy holds Series 7, 31, and 63 securities licenses. She also holds the Series 65 Investment Adviser Law examination. Cindy is registered to provide investment advice in California and Texas.
SPECIALIZATIONS
WHITTIER, CA
11 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
PASADENA, CA
8 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
Rolling Hills Estates, CA
11 Years Experience
1 Disclosures
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.
SPECIALIZATIONS
LOS ANGELES, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Kloster is a Los Angeles based financial professional. Cindy has been working in the financial industry since March 2010. Cindy is currently registered with Wedbush Securities Inc. as a Registered Representative, and is licensed in California.
SPECIALIZATIONS
SAN DIEGO, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Han Le is a financial advisor associated with LPL Financial LLC in SAN DIEGO, CA. Cindy has been in the industry since August 2014. Cindy is registered with the state of California. Cindy is also registered with FINRA. Cindy has passed the Series 7, Series 66, and SIE exams. Cindy has previous experience working with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS LLC. Cindy's firm, LPL Financial LLC, has more than $50 billion in assets under management. LPL Financial LLC provides a variety of services, including financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
SEAL BEACH, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Diep Tang is a registered representative of Wells Fargo Clearing Services, LLC. Cindy has been in the securities industry since 2007 and has been registered with Wells Fargo Clearing Services, LLC since 2011. Cindy holds the Series 66, Series 7, and SIE licenses. Cindy is registered in 18 states and has 17 years of experience in the securities industry.
SPECIALIZATIONS
ROSEVILLE, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Cindy P. Wong is a financial advisor with Osaic Wealth, Inc. based in Roseville, California. Cindy has been in the financial industry since October 9, 2019 and holds Series 6 and 63 securities licenses. Cindy has previously worked with Securities America, Inc., Northwestern Mutual Investment Services, LLC, Farmers Financial Solutions, LLC, and Pruco Securities, LLC. Cindy specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit sharing plans, and high-net-worth individuals.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
5 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
NORTHRIDGE, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Rossana Olmos is a financial professional associated with J.p. Morgan Securities LLC. Cindy is licensed to provide financial advice in California.
SPECIALIZATIONS