Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Herman Gort is a financial advisor at Morgan Stanley, based in Atlanta, Georgia. Sylvia has over 20 years of experience in the financial services industry. Sylvia has worked at Barclays Capital Inc., Lehman Brothers Inc., and Banc of America Investment Services, Inc. Sylvia is registered with the state of Georgia and Texas. Sylvia holds the Series 3, 7, 63, 66, and SIE licenses. Sylvia provides investment advice to individuals, businesses, corporations, investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Sylvia offers a variety of financial services, including financial planning, portfolio management, asset allocation advice, and pension consulting. Sylvia has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
07/14/2015 - Present
Morgan Stanley (ATLANTA GA)
GA
09/22/2008 - 07/31/2015
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
08/27/2003 - 09/22/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
MA
03/28/2001 - 09/03/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 3 - National Commodity Futures Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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