Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Woo is a financial professional with over 20 years of experience in the industry. Sophia is currently registered with Allstate Financial Services, LLC in San Marino, California. Sophia holds the Series 6, Series 63, and SIE licenses. Sophia is a registered representative and investment advisor representative. Sophia is committed to providing her clients with personalized financial advice and guidance.
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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CA
06/26/2023 - Present
Allstate Financial Services, LLC (San Marino CA)
CA
06/05/2000 - 11/22/2022
ALLSTATE FINANCIAL SERVICES, LLC (SAN MARINO CA)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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