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Silvia Bora Chi

Confidence Wealth Management, LLC

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About Silvia Bora Chi

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.

Firm Information

Silvia Chi is currently registered with Confidence Wealth Management, LLC. Confidence Wealth Management, LLC is an investment advisor registered with the SEC and located in Henderson, NV. The firm manages approximately $267 million in assets for individuals and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Confidence Wealth Management, LLC

170 S GREEN VALLEY PKWY

HENDERSON, NV 89012

$267.13M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Silvia Chi’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Silvia Bora Chi.
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