Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sibyl? Claim Your ProfileSibyl Steverson Slade is a financial advisor with over 9 years of experience in the industry. Sibyl is currently registered with Osaic Wealth, Inc. and previously worked at Securities America, Inc., Investacorp, Inc., and Waddell & Reed. Sibyl is committed to providing financial guidance to individuals, families, and businesses, and is passionate about helping her clients achieve their financial goals. Sibyl holds the Series 7 and 66 securities licenses, as well as the Series SIE exam. She is a highly qualified and experienced financial advisor who is dedicated to helping her clients succeed.
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
GA
06/14/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
01/24/2018 - 07/17/2020
INVESTACORP, INC. (NEWNAN GA)
FL
09/17/2014 - 02/02/2018
WADDELL & REED (TAMPA FL)
BOTH
Issued 12/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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