Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Elise James is an Investment Advisor Representative associated with Trilogy Capital, Inc. based in Irvine, California. Sylvia has been in the industry since July 2019 and is registered with the state of California. Sylvia's primary area of expertise is financial planning. Sylvia has prior experience in a variety of business and management roles, including positions at Performance SCL, BMW Management Inc. and Biola University.
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.
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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CA
12/19/2019 - Present
Trilogy Capital, Inc. (IRVINE CA)
IA
Issued 12/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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