Years of Experience
5-20+ Years
IRVINE, CA
22 Years Experience
1 Disclosures
ADVISOR BIO
Cindy X Chin is an investment advisor representative with McManus Cooper. Cindy has been in the securities industry since August 17, 2002. Cindy is registered with the state of California and holds a Series 7 and Series 66 license. Previously, Cindy has worked with several firms including Crown Capital Securities, L.P., Fortune Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cindy specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
CUPERTINO, CA
19 Years Experience
1 Disclosures
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.
SPECIALIZATIONS
IRVINE, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Mo is a registered representative with Cetera Investment Advisers LLC, located in Irvine, California. Cindy has been in the financial services industry since June 19, 2015 and holds licenses for both securities and investment advisory services. Cindy has previously worked at LPL Financial LLC, Cetera Investment Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cindy has held various positions in her career and has a proven track record of success. Cindy is committed to providing her clients with personalized financial advice and guidance. Cindy is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
BREA, CA
34 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
LOS ANGELES, CA
16 Years Experience
0 Disclosures
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
San Mateo, CA
28 Years Experience
1 Disclosures
ADVISOR BIO
Cindy Zheng is a registered investment advisor representative. Cindy has been in the financial services industry since July 15, 1997. Cindy currently works for Transamerica Financial Advisors, Inc. and is located in San Mateo, California. Cindy specializes in insurance and retirement planning and has a strong track record of helping clients achieve their financial goals. Cindy is dedicated to providing personalized service and building long-term relationships with her clients.
SPECIALIZATIONS
SAN DIEGO, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Furze is a registered representative with Park Avenue Securities LLC. Cindy has been in the industry since 2021 and holds the Series 66, Series 7TO, and SIE exams. Cindy is currently registered in California and Washington to provide both broker-dealer and investment advisory services. Cindy also provides services to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Cindy has experience providing financial planning, educational seminars, and selection of other advisors services to clients.
SPECIALIZATIONS
Fresno, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Kam lai Chau is a registered representative with Transamerica Financial Advisors, Inc. Cindy has been in the industry since June 10, 2009 and has worked at Transamerica Financial Advisors, Inc. since January 6, 2012. Cindy holds the Series 6, Series 63, and SIE licenses. Cindy is registered in California and has a branch office located in Fresno, CA. Cindy's specializations include securities, investment company products and variable contracts.
SPECIALIZATIONS
SAN JOSE, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Cindy Louise Gray is a registered representative with Wells Fargo Clearing Services, LLC. Cindy has been in the securities industry since May 2005, and has experience in various areas of financial services. Cindy is licensed to conduct securities business in multiple states, including California, Texas, Arkansas, Florida, Idaho, Kentucky, Nevada, North Carolina, Oregon, and Washington. Cindy also holds several licenses, including the Series 66, Series 7 and the SIE. Cindy's main office is located in San Jose, California. Cindy's clients include individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Cindy's services include financial planning, portfolio management, investment consulting services to institutional clients, and selection of other advisors.
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