Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Leahy is a financial advisor at Burt Wealth Advisors, a firm located in North Bethesda, MD. Sophie has been in the financial services industry since 2011. She is a Certified Financial Planner and specializes in working with individuals and families. Sophie provides financial planning and portfolio management services to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
03/25/2021 - Present
Burt Wealth Advisors (NORTH BETHESDA MD)
Active
Inactive
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