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Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sophia Radionova is a registered representative with Goldman Sachs & Co. LLC. Sophia is licensed in all 50 states. Sophia is a general securities representative and specializes in investment strategies involving equities, fixed income, options, mutual funds, variable annuities, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Sophia Mitacek is a financial advisor with RBC Capital Markets, LLC. Sophia has been working in the securities industry since 1981 and is registered with the Financial Industry Regulatory Authority (FINRA). Sophia is also registered with the state of New York and holds the Series 7, Series 63 and SIE licenses. Sophia specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Sophia provides a range of financial services, including financial planning, portfolio management, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Putnam Investment Management, LLC

location

BOSTON, MA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sophia Maxine Starr is a Registered Representative and Investment Advisor Representative with Putnam Investment Management, LLC. Sophia is a highly experienced financial professional with a proven track record of success in the industry. Sophia is registered with the Securities and Exchange Commission (SEC) and holds the following licenses: Series 66, Series 7TO and SIE. Sophia provides portfolio management services to individual clients, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Apollon Wealth Management, LLC

0 Disclosures

ADVISOR BIO

Sophia Kathryn Drager is a Registered Investment Advisor Representative at Apollon Wealth Management, LLC. Sophia has experience in the financial services industry and holds a Series 65 license. Sophia's background includes roles at Goldman Sachs and Elwood & Goetz Wealth Advisory. Sophia's areas of specialization include providing financial planning, investment management, and portfolio management services. Apollon Wealth Management, LLC is a firm that provides a range of financial services to individual clients, corporations, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lord, Abbett & Co. LLC

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sophia Gabrielle De pena is a registered representative with Lord, Abbett & Co. LLC. Sophia Gabrielle De pena has been in the securities industry for over a year and has passed the Series 7TO, SIE, and Series 66 exams. Sophia Gabrielle De pena specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Sophia Gabrielle De pena is registered with the state of New Jersey.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

WASHINGTON, DC

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sophia Elena Haney is a financial advisor associated with Oppenheimer & Co. Inc. in Washington, District of Columbia. Sophia has been in the industry since January 2019. Sophia has passed the Series 66, Series 7, and SIE exams. Sophia is registered in the District of Columbia and other states. Sophia provides financial planning and portfolio management services to individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighton Jones LLC

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Sophia Lamonica Riddle is an Investment Advisor Representative at Brighton Jones LLC. Sophia is registered to provide investment advice in Arizona. Sophia holds the Series 65 license and has been in the industry since 2019.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cresset Asset Management, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Sophie Angela Lee is a financial advisor at Cresset Asset Management, LLC. Sophie has been in the financial industry for over eight years. Sophie is a Certified Financial Planner and is registered with the state of California. Sophie specializes in providing financial planning services to high-net-worth individuals, families, and businesses. Sophie also provides financial planning services to charitable organizations and pooled investment vehicles. Sophie is committed to providing her clients with personalized and comprehensive financial advice. Sophie is also the owner and General Partner of Cypress Advisors LLC, which is a private fund managed by Cresset Asset Management, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BBR Partners, LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Sophie Holt is an investment advisor representative with BBR Partners, LLC located in New York, NY. Sophie Holt has been in the industry for 7 years. Sophie Holt is registered to provide investment advice in New York. The individual is also a registered investment advisor with the state of New York. Sophie Holt specializes in providing financial planning, selection of other advisors and portfolio management for individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

NEW YORK, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sophie Isaacs is an Investment Advisor Representative at Alliancebernstein LP. Sophie has been in the industry for over 3 years. Sophie holds Series 63, 65, 7, 79, and SIE licenses. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Before joining Alliancebernstein LP, Sophie worked at LAZARD FRERES & CO. LLC. Sophie is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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