Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Yoon is a registered representative at CRC-IB. Sophie is licensed to sell securities in California and New York and has passed the Series 63, Series 79TO and SIE exams. Sophie joined CRC-IB on February 17, 2023 and her branch office is located at 201 California Street, Suite 1425, San Francisco, CA 94111.
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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2
CA
02/17/2023 - Present
CRC-IB (San Francisco CA)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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