Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Clinard is a financial advisor with LPL Financial LLC in HIGH POINT, NC. Cynthia has over 30 years of experience in the financial industry. Cynthia is registered to provide financial advice and investment products in North Carolina. Cynthia previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, WACHOVIA SECURITIES, INC., PRUDENTIAL-BACHE SECURITIES INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and THE PINNACLE GROUP, INC.
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
NC
09/21/2017 - Present
LPL Financial LLC (HIGH POINT NC)
NC
04/22/2016 - 09/25/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HIGH POINT NC)
NC
06/15/2002 - 04/22/2016
WELLS FARGO ADVISORS, LLC (HIGH POINT NC)
NC
09/07/1990 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
07/18/1989 - 05/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
08/09/1988 - 03/06/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
07/19/1988 - 08/03/1988
THE PINNACLE GROUP, INC.
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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