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Sylvia Veronica Panek

Natural Investments

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About Sylvia Veronica Panek

Sylvia Veronica Panek is a registered Investment Advisor Representative with Natural Investments. Sylvia has a Series 63 and 65 license as well as a Series 7 license. Sylvia has been in the financial services industry since January 2015. Previously, Sylvia worked at Cambridge Investment Research, Inc. and Protected Investors of America. Sylvia primarily provides financial planning services and education. Sylvia's firm manages over $1.9 billion in assets.

Firm Information

Sylvia Panek is currently registered with Natural Investments. Natural Investments is an investment advisory firm based in the United States with approximately $1.97 billion in regulatory assets under management. The firm serves a variety of clients, including individuals, corporations, and charitable organizations, and offers financial planning, educational seminars, selection of other advisors, and portfolio management services. The firm employs 23 investment advisor representatives.

$1.97B

Assets Under Management

20

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financl plng fees either on a project, hourly or retainer basis

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Sylvia Panek’s Registration & Firm History

IL

02/01/2018 - Present

Natural Investments (Chicago IL)

CA

07/27/2016 - 10/13/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (San Diego CA)

CA

11/23/2015 - 07/22/2016

PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sylvia Veronica Panek.
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