Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Bohrer is an investment advisor representative with Avior Wealth Management, LLC. She is registered with the state of Nebraska. Cynthia Bohrer is also a former employee of Merrill Lynch, Pierce, Fenner & Smith Incorporated and has been in the industry since 1981. She has a Series 7, Series 9, Series 10, Series 63 and Series 65 license. Cynthia specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and investment consulting services to clients. She is currently a member of Bohrer Properties LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment 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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NE
10/31/2018 - Present
Avior Wealth Management, LLC (OMAHA NE)
MO
11/19/1985 - 03/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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