Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Koc-marano is a financial advisor registered with Geller Advisors LLC. Sylvia has been in the financial services industry since 2002 and has experience providing financial advice to individuals, families, and businesses. Sylvia is a Certified Financial Planner and holds Series 3, 6, and 63 licenses. Sylvia is registered to provide investment advisory services in New York.
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.
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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NY
08/30/2021 - Present
Geller Advisors LLC (NEW YORK NY)
IL
09/18/2002 - 11/02/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 10/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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