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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 Youngcourt is a financial advisor at Brookstone Wealth Advisors, LLC. Cynthia has over 15 years of experience in the financial services industry. Cynthia is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Cynthia works with individuals, families and businesses to develop and implement financial plans. Cynthia also provides investment management services. Cynthia is committed to helping her clients 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.
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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DE
02/14/2024 - Present
Brookstone Wealth Advisors, LLC (WILMINGTON DE)
PA
03/31/2021 - 12/13/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
GA
03/15/2018 - 12/31/2018
MERCAP SECURITIES, LLC (ATLANTA GA)
DE
12/11/2017 - 01/17/2018
MML INVESTORS SERVICES, LLC (MONTCHANIN DE)
MI
04/01/2004 - 01/11/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
09/05/2002 - 04/08/2004
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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