Unclaimed
Filiz Sibyl Hoops is a financial advisor at Ameriprise Financial Services, LLC with over six years of experience in the industry. Filiz is registered with the state of Connecticut and holds Series 6, 7TO, 63 and SIE licenses. Prior to joining Ameriprise Financial Services, LLC, Filiz was a registered representative at WELLS FARGO CLEARING SERVICES, LLC. In addition to their licenses, Filiz has a wide range of specializations, including asset allocation services, financial planning, and portfolio management for both individuals and businesses.
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.
Asset allocation services
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
CT
10/11/2021 - Present
Ameriprise Financial Services, LLC (Westport CT)
CT
05/03/2018 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW CANAAN CT)
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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