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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sibyl? Claim Your ProfileSibyl Woo is a financial advisor with over 4 years of experience in the industry. Sibyl is registered as a broker-dealer and investment advisor representative in over 50 states. She holds a Series 7, Series 63, and Series 65 license. Sibyl has a diverse background with work experience at Stanford Residential & Dining Enterprises, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Sibyl is currently employed at Morgan Stanley and has been with the firm since September 2021.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
01/26/2022 - Present
Morgan Stanley (Menlo Park CA)
CA
11/05/2018 - 08/27/2021
CHARLES SCHWAB & CO., INC. (Cupertino CA)
AZ
10/13/2017 - 10/15/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
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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