Unclaimed
Sophia Marzouk is a registered representative associated with Morgan Stanley & Co. LLC. Sophia has over five years of experience in the financial services industry, having previously worked at Citigroup Global Markets Inc. She holds FINRA Series 63, SIE and Series 79 licenses. Sophia's current registration status is "Approved" in California and New York.
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.
1
2
CA
08/27/2019 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
09/22/2014 - 09/10/2019
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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