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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Leigh Sterling is a financial advisor with Retirement Investment Advisors Inc. in Oklahoma City, Oklahoma. Sylvia is a Certified Financial Planner and has been working in the financial services industry for over 8 years. Sylvia has a Series 7, 63, and 65 license. Sylvia works with individual clients, families, businesses, and trusts. Sylvia's main areas of expertise include financial planning, investment management, retirement planning, and estate planning. Sylvia is committed to helping her clients 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.
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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OK
10/17/2022 - Present
Retirement Investment Advisors Inc. (OKLAHOMA CITY OK)
OK
08/03/2020 - 10/12/2022
WELLS FARGO CLEARING SERVICES, LLC (EDMOND OK)
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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