Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Bojanski is a financial advisor with Valmark Advisers, Inc. Cindy has been working in the financial services industry since February 8, 2006. Cindy is registered to provide investment advice in Illinois, Iowa, Nebraska and Texas. Cindy has a wide range of experience in the financial industry, including providing financial planning, portfolio management, and pension consulting services. Cindy is a Certified Financial Planner and a member of the Endowment Committee at St. Patrick's Church in Fremont, Nebraska.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
11/05/2023 - Present
Valmark Advisers, Inc. (Elkhorn NE)
NE
08/28/2020 - 02/23/2022
LPL FINANCIAL LLC (OMAHA NE)
NE
02/14/2019 - 09/01/2020
CETERA ADVISORS LLC (OMAHA NE)
NE
01/21/2015 - 01/23/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FREMONT NE)
NE
03/21/2001 - 04/09/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FREMONT NE)
BOTH
Issued 02/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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