Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sybilla? Claim Your ProfileSybilla C. Koch is a financial advisor with over 30 years of experience in the industry. Sybilla has been registered with Valic Financial Advisors, Inc. since July 2008. Previously, Sybilla worked at State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Sybilla is registered in Florida, Maryland, Ohio and Texas. Sybilla is also a Registered Representative and an Investment Advisor Representative with the firm.
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.
Recommend wrap accounts to clients
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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2
FL
10/18/2023 - Present
Valic Financial Advisors, Inc. (BOCA RATON FL)
FL
12/15/2003 - 06/03/2008
STATE FARM VP MANAGEMENT CORP. (DELRAY BEACH FL)
NY
07/05/2000 - 10/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/23/1992 - 07/17/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/23/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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