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Cindy Derso

Co-Founder, Investment Advisor Representative and LPL Financial Advisor

Proactive Wealth Strategies

United States, Georgia, Roswell

About Me

Cindy is a Co-Founder of Proactive Wealth Strategies, LLC. She is an Investment Advisor Representative and Registered Representative with LPL Financial. She has been practicing Financial Planning for 17 years. She has her Series 7, 63 and 65 Securities Registrations through LPL Financial, as well her state Life and Health Insurance licenses. She is a member of the Financial Planning Association and a graduate of Eastern Michigan University. Cindy’s interpersonal skills and ability to establish relationships, enable her to understand clients’ needs and explain complex information simply and clearly, so they can make informed financial decision for themselves, and their family. She wor

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Profile Information

Co-Founder, Investment Advisor Representative and LPL Financial Advisor

Proactive Wealth Strategies

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Roswell

Georgia

United States

Sep 13, 2024

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