Unclaimed
Sylvia Crim-brown is a financial advisor with over 17 years of experience in the financial services industry. Sylvia is currently registered with Citigroup Global Markets Inc. Sylvia has held previous positions at J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Park Avenue Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sylvia holds several industry licenses, including Series 7, 24, 63, 79, 99, and SIE. Sylvia is also a registered representative in the state of Florida.
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.
Asset allocation advice
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.
1
2
FL
12/21/2022 - Present
Citigroup Global Markets Inc. (Tampa FL)
NY
01/28/2019 - 06/16/2020
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
NY
11/08/2011 - 09/21/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/27/2010 - 11/07/2011
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
NY
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/18/2004 - 01/11/2007
PARK AVENUE SECURITIES LLC (WHITE PLAINS NY)
NY
03/29/2000 - 03/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/13/2022
Series 99TO - Operations Professional Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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