Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Boyd is a licensed financial advisor with J.p. Morgan Securities LLC in New York, New York. Sophie has been in the industry for over a year and holds both the Series 79TO and the SIE licenses, in addition to the Series 63. Sophie is registered in both New York and Texas and has a broad range of experience advising high-net-worth individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
02/25/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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