Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofiya? Claim Your ProfileSofiya Luzum is a financial professional with over 15 years of experience in the industry. Sofiya is currently registered with Foreside Fund Services, LLC and is licensed to conduct business in 51 states and the District of Columbia. Sofiya has a strong track record of success in providing investment advice and financial planning services to clients. Prior to joining Foreside Fund Services, LLC, Sofiya worked at Altegris Investments, Inc., UBS Financial Services Inc. and UBS International Inc.
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.
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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2
FL
04/22/2014 - Present
Foreside Fund Services, LLC (Tampa FL)
CA
03/09/2011 - 08/16/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
01/01/2010 - 12/31/2010
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
05/05/2009 - 01/01/2010
UBS INTERNATIONAL INC. (SAN DIEGO CA)
CA
09/06/2007 - 06/09/2009
UBS FINANCIAL SERVICES INC. (SAN MATEO CA)
BOTH
Issued 09/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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