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Sylvia Chin

Morling Financial Advisors, LLC

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About Sylvia Chin

Sylvia Chin is a financial advisor at Morling Financial Advisors, LLC in Fremont, California. Sylvia has been in the industry since 2004 and is registered with the state of California. Sylvia specializes in providing financial planning, pension consulting and selection of other advisors.

Firm Information

Sylvia Chin is currently registered with Morling Financial Advisors, LLC. Morling Financial Advisors, LLC is a financial advisory firm based in Fremont, CA, with a focus on providing comprehensive financial planning, pension consulting, and investment management services. They have a strong track record of serving a diverse client base including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $606 million in assets for approximately 1,430 clients.
Morling Financial Advisors, LLC

39355 CALIFORNIA STREET

FREMONT, CA 94538-1447

$606.99M

Assets Under Management

16

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sylvia Chin’s Registration & Firm History

CA

02/06/2009 - Present

Morling Financial Advisors, LLC (Fremont CA)

CA

02/18/2004 - 02/02/2009

WOODBURY FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 03/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sylvia Chin.
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