Sylvia Jorgensen

Sylvia Jorgensen

Vice President, Financial Advisor, Retirement Benefits Consultant

Followers of Sylvia Jorgensen576 followers
location of Sylvia JorgensenSan Francisco Bay Area

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  • Timeline

  • About me

    Vice President, Senior Financial Advisor, Retirement Benefits Consultant at Broadway Wealth Management

  • Education

    • John F. Kennedy University

      2002 - 2003
      Bachelor's Degree
  • Experience

    • Broadway Wealth Management of LPL Financial

      Sept 2022 - now
      Vice President, Financial Advisor, Retirement Benefits Consultant

      Sylvia Jorgensen is a registered representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to the FINRA and SIPC websites, please see the "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Licenses & Certifications

    • Retirement Benefits Consultant

      Merrill Lynch Internal
      Apr 2019
    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Aug 2018
    • Personal Investment Advisor

      Merrill Lynch Internal
      Apr 2014