Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Burger is an investment advisor representative who has been working in the financial services industry since September 1998. Cynthia is currently registered with Stephens in Charlotte, NC. Cynthia has previously been registered with UBS Financial Services Inc. and J.C. Bradford & Co. Cynthia holds the Series 63, 66, 7, 9, 10 and SIE licenses and is registered to provide investment advice in multiple states. Cynthia specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
04/28/2014 - Present
Stephens (CHARLOTTE NC)
NC
08/12/2000 - 09/12/2006
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
09/11/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 01/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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