Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Heidebrecht is a financial advisor at Avantax Advisory Services. She is a Registered Representative and Investment Advisor Representative and has been in the financial services industry since 2012. Cynthia is a Personal Financial Specialist and holds the Series 6, 7 and 63 licenses as well as the SIE. Cynthia has experience in providing financial planning, portfolio management and other advisory services to individuals and businesses. Cynthia also has experience in providing services to pension and profit sharing plans and other corporate entities. Cynthia is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/11/2013 - Present
Avantax Advisory Services (GEORGETOWN TX)
BC
Issued 10/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Heidebrecht is the right advisor for you? Invested Better is here to help.
