Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Anne Whitney is a financial advisor with Raymond James Financial Services, Inc. Sophia has been in the financial services industry for over 5 years. She is licensed to sell securities in Maryland, Florida and District of Columbia and holds the Series 7, 99, and SIE licenses. Sophia previously worked at STEBEN & COMPANY, INC. in Minnesota. Sophia is located in Calverton, Maryland.
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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MD
07/12/2024 - Present
Raymond James Financial Services, Inc. (CALVERTON MD)
MN
04/28/2018 - 09/25/2019
STEBEN & COMPANY, INC. (EXCELSIOR MN)
BC
Issued 07/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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