Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Lalonde is a financial advisor with 3D Private Client Inc., located in Palm Beach Gardens, FL. Sophie is also a registered Investment Advisor Representative. Sophie is registered in Florida as an Investment Advisor Representative, and has been in the industry since 2017. Sophie has experience working with various firms including Raymond James Ltd, CIBC WORLD MARKETS INC, and 3D Financial Ltd. Sophie's services include financial planning.
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.
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.
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FL
01/01/2025 - Present
3D Private Client Inc. (Palm Beach Gardens FL)
NA
04/10/2017 - 01/17/2020
RAYMOND JAMES (USA) LTD. (Laval, Quebec )
IA
Issued 01/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 38 - Canada Module of the General Securities Registered Representative (Without Options Questions)
Active
Inactive
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