Unclaimed
Sofia Manashirov is an active broker and investment advisor representative. Sofia has been in the securities industry since September 1997. Sofia currently works for J.P. Morgan Securities LLC and has a branch office in New York, NY. Sofia has been registered with J.P. Morgan Securities LLC since October 2012. Sofia has previously worked at several other firms including Chase Investment Services Corp., UBS PaineWebber Inc., CitiCorp Investment Services, Whale Securities Co., L.P., RAS Securities Corp., and D. H. Blair & Co., Inc. Sofia is licensed to provide securities and investment advisory services in several states including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Sofia also holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/30/2001 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
07/28/2000 - 07/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/12/1999 - 08/11/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/31/1998 - 07/16/1999
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NY
06/04/1998 - 09/17/1998
RAS SECURITIES CORP. (NEW YORK NY)
NY
12/16/1996 - 12/03/1997
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 11/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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