Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofia? Claim Your ProfileSofia Marie Silveira is an Investment Advisor Representative with Titan, a SEC-registered broker-dealer and investment adviser. Sofia has been in the financial industry since 2021. Sofia is registered to offer investment advisory services in New York. Prior to joining Titan, Sofia worked as an Investment Advisor Representative at J.P. Morgan Securities LLC, where she provided investment advice to clients. Sofia holds a Series 7TO, Series 66, and SIE licenses. She has a history of providing investment advice to both high-net-worth individuals and individuals other than high-net-worth.
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.
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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NY
02/27/2024 - Present
Titan (NEW YORK NY)
NY
08/21/2021 - 02/10/2024
J.P. MORGAN SECURITIES LLC (New York NY)
BOTH
Issued 11/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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