My Premium Services
I am a Profesional Investment Adviser with over 10 Years Of Experience
Licensed Financial Professional
I have been in the financial services industry for about 10 years and I have obtained fifty-three(53) State Licenses with distinctions in four(4) Brokerage Examinations. I provide my clients with specialist advice on how to manage their money.
This involves researching the marketplace and recommending the most appropriate stocks and assets available, ensuring that my clients are aware of assets/securities that best meet their financial needs.
15
Monthly ROI
1.5
Global Clients
Professional Work History
I have worked with three of the best brokerage/investment firms in the United States.
J.P. MORGAN SECURITIES LLC (CRD# 79)
Stock Broker
CENTERVIEW PARTNERS LLC (CRD# 133796)
Stock Broker
DEUTSCHE BANK SECURITIES INC. (CRD# 2525)
Stock Broker
Premium Financial Consultant
I can help increase your portfolio's profit accumulation potential.
10
Years of Experience
1800
Successful Portfolios
1500
Happy Clients
53
State Licences
I can help increase your portfolio's profit accumulation potential.
Brokerage Examinations
Series 63 - Uniform Securities Agent State Law Examination
Sep 14, 2013
Series 24 - General Securities Principal Examination
Mar 4, 2022
SIE - Securities Industry Essentials Examination
Oct 1, 2018
Series 79 - Investment Banking Registered Representative Examination
Sep 23, 2013
My Client Reviews
My goal is to assist my clients get the best results in their respective investment portfolios
Martha Maldonado
Senior JournalistSophie did a wonderful job with my finances, her expert analysis & strategic advice improved my investment profits. I would recommend her to anyone starting on the journey to financial independence.
Gregory Allen
Business ManagerI found Sophie Jones through an article online which I followed up with and it eventually led to her website. She has been nothing short of a miracle ever since and I have become a better & smarter investor because of her.