Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Anne Benander is an investment advisor representative currently registered with Sageview Advisory Group, LLC. Sophie has been in the industry since January 2008. Sophie is licensed in California and Massachusetts and passed the Uniform Investment Adviser Law Examination (Series 65). Previously, Sophie was employed at Adviser Investments in Newton, MA and BNY Mellon in Lake Mary, FL.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
01/24/2023 - Present
Sageview Advisory Group, LLC (Westborough MA)
IA
Issued 05/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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