Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Michael is an investment advisor representative with Belpointe Asset Management LLC. Cynthia has over 25 years of experience in the financial services industry. Cynthia has been registered with the Securities and Exchange Commission (SEC) since 1994. Cynthia holds FINRA Series 6, 7, 63, and 65 licenses. Cynthia is a Registered Investment Advisor (RIA). Cynthia currently provides financial planning, investment management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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NV
02/16/2023 - Present
Belpointe Asset Management LLC (RENO NV)
TX
10/30/2015 - 03/29/2019
DOMINION INVESTOR SERVICES, INC. (SAN ANTONIO TX)
TX
01/07/2011 - 11/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
12/13/2000 - 01/10/2011
WELLS FARGO INVESTMENTS, LLC (NEW BRAUNFELS TX)
MN
12/15/2000 - 08/14/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/10/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/08/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MO
12/13/1996 - 06/03/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
PA
03/25/1994 - 12/09/1996
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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