Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Colbert is an active financial advisor with over 20 years of experience in the financial services industry. Sylvia is currently registered with Innovation Partners LLC in CHARLOTTE, NC. Previously, Sylvia has worked at a variety of firms including ALLIANCE-ONE INVESTMENTS, LLC, MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, METLIFE INVESTORS DISTRIBUTION COMPANY, TOWER SQUARE SECURITIES, INC., and AETNA INVESTMENT SERVICES, LLC. Sylvia has a strong track record of providing financial advice to clients. She is a licensed Series 6, Series 26, and SIE representative. Sylvia specializes in providing financial planning, pension consulting, and selection of other advisors to both individuals and businesses.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
06/04/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
OK
06/17/2020 - 05/17/2021
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
MA
03/25/2017 - 03/05/2019
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NC
02/29/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
02/29/2012 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
CT
04/01/2006 - 09/21/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
CA
05/29/2002 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
11/02/2000 - 11/28/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
BC
Issued 06/27/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/16/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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