Sindy Wylie is a registered investment advisor, based in Charlotte, NC, with 31 years of industry experience.
Location
5200 77 Center Drive, Suite 330, Charlotte, NC, 28217
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sindy is a Certified Divorce Financial Analyst providing divorce financial consulting services, dedicating a few hours per week. She also serves on the board of Charlotte Collaborative Divorce Professionals and the American Cancer Society, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.