Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Ann Juric is a financial advisor with over 38 years of experience in the financial services industry. Sylvia is registered with LPL Financial LLC and holds several licenses and certifications, including Series 7, Series 63, and Series 65. Sylvia specializes in providing financial planning, investment management, and other advisory services to individuals, families, and businesses. Sylvia has a strong commitment to helping clients achieve their financial goals and has a proven track record of success in the industry.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/05/2025 - Present
LPL Financial LLC (LISLE IL)
MN
06/06/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
11/25/1991 - 06/02/1995
NIKE SECURITIES L.P. (WHEATON IL)
IL
08/21/1984 - 10/01/1991
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
IA
Issued 01/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sylvia Juric is the right advisor for you? Invested Better is here to help.
