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
Cindy Derso
Co-Founder, Investment Advisor Representative and LPL Financial Advisor
Proactive Wealth Strategies
United States, Georgia, Roswell
About Me
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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