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Cynthia H
Series 63, Series 65
Oxnard, CA
Universal Wealth Management LLC
Cynthia Hall is a financial advisor at Universal Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to her advisory role, she is involved in healthcare as a registered nurse providing IV infusion therapy and participates in insurance sales outside her investment activities. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers and offering a range of securities including equities, bonds, mutual funds, ETFs, options, and structured products. The firm employs fundamental analysis combined with various purchase strategies and manages accounts through a recommended qualified custodian.
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