Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Xu Ross is a financial advisor with Invesco Managed Accounts, LLC in SEATTLE, Washington. Sylvia has been in the industry since 2022 and holds the Series 7TO and SIE licenses. Sylvia is also a Chartered Financial Analyst (CFA).
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.
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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2
WA
08/11/2022 - Present
Invesco Managed Accounts, LLC (SEATTLE WA)
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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