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Sylvia Yousif is a Registered Investment Advisor in Michigan and is associated with Foundations Investment Advisors LLC. Sylvia is a licensed Investment Advisor Representative in Michigan. Sylvia also holds a Series 65 license and is associated with Magellan Financial as a Life Insurance Producer. Sylvia has experience in the financial services industry since 2013 and currently works with high-net-worth individuals and corporations. Sylvia provides financial planning services, portfolio management services for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MI
03/06/2024 - Present
Foundations Investment Advisors LLC (Farmington Hills MI)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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