Unclaimed
Silvia Bora Chi is an Investment Advisor Representative with Confidence Wealth Management, LLC, headquartered in Henderson, Nevada. Silvia has been in the financial services industry since February 2008. Silvia is licensed in California and Nevada.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NV
01/26/2021 - Present
Confidence Wealth Management, LLC (HENDERSON NV)
CA
02/07/2008 - 05/12/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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