Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sybil? Claim Your ProfileSybil Schaffrath is an active investment advisor representative with J.p. Morgan Securities LLC, registered with FINRA and the Securities and Exchange Commission (SEC). Sybil has been in the securities industry since 1999, and has held prior roles with Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., U.S. Clearing Corp., and Dean Witter Reynolds Inc. Sybil specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
1
2
NY
12/15/2014 - Present
J.p. Morgan Securities LLC (Mineola NY)
NY
09/24/2010 - 10/31/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
06/01/2009 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NJ
01/31/2000 - 04/02/2007
MORGAN STANLEY DW INC. (JERSEY CITY NJ)
TX
06/07/1994 - 09/29/1994
U.S. CLEARING CORP. (DALLAS TX)
NY
07/19/1993 - 03/31/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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