Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Ann Waier is a financial advisor registered with LPL Financial LLC and has been working in the financial industry since November 28, 2014. Previously, Cynthia was registered with Cetera Advisor Networks LLC, Woodbury Financial Services, Inc. and B. C. Ziegler and Company. Cynthia holds the Series 7 and Series 63 licenses, as well as the SIE exam. Cynthia is currently registered with the state of Wisconsin. Cynthia is licensed to offer a range of financial services including portfolio management, financial planning, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
04/21/2022 - Present
LPL Financial LLC (WEST GLENDALE WI)
WI
09/02/2015 - 04/22/2022
CETERA ADVISOR NETWORKS LLC (GLENDALE WI)
WI
03/25/2015 - 07/31/2015
WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)
IL
06/14/2001 - 11/08/2001
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BC
Issued 04/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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