Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvain? Claim Your ProfileSylvain Lapointe is an Investment Advisor Representative at NWF Advisory Services Inc., a firm with over $1 billion - $10 billion in assets under management. Sylvain Lapointe has been in the industry since April 8, 2002. They holds Series 66, Series 7, and SIE licenses. Sylvain Lapointe is registered with the state of California as an Investment Advisor Representative and is also registered with the state of California as a Broker. Sylvain Lapointe provides financial planning services and other advisory services to individuals and businesses. They is also registered with the state of California as an Investment Advisor Representative and is also registered with the state of California as a Broker.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
CA
01/31/2017 - Present
NWF Advisory Services Inc. (Walnut Creek CA)
BOTH
Issued 06/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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