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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Bernart is an Investment Advisor Representative with Novare Capital Management. Cynthia has been in the industry since August 2011 and has her Series 65 license. Cynthia is a Certified Financial Planner and specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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NC
12/16/2017 - Present
Novare Capital Management (CHARLOTTE NC)
IA
Issued 11/08/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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