Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Bliablias-grandy is a financial advisor at Raymond James Financial Services Advisors, Inc. Sophia has been in the financial industry since 2001 and has extensive experience in financial planning, investment management, and retirement planning. She is licensed to sell securities in multiple states and has earned a number of industry certifications, including the Series 7, 6, 63 and 65. Sophia has a proven track record of helping individuals and families reach their financial goals and is committed to providing personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
06/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
NY
03/13/2001 - 05/23/2016
FORESTERS FINANCIAL SERVICES, INC. (WESTBURY NY)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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