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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 Schwert is a financial advisor with over 40 years of experience in the industry. Cynthia is registered with Cetera Investment Advisers LLC and has been with the firm since 2013. Cynthia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. She is committed to helping her clients achieve their financial goals. Cynthia holds the Certified Financial Planner designation and has passed the Series 63, Series 65, Series 7, and Series 24 examinations.
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.
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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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (PALM DESERT CA)
OH
01/29/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
04/17/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
AZ
03/13/1996 - 04/02/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
08/08/1979 - 03/13/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/1979 - 03/13/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/08/1979 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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