LPL Registered Principal
Sylvia Geers joined Ta-Check Financial in 2015. Sylvia is an LPL Registered Principal and OSJ Proxy for Ta-Check; she serves as an internal support, helping to ensure supervisory responsibilities throughout Ta-Check’s branch offices are fulfilled in accordance with FINRA regulations. Prior to joining Ta-Check, Sylvia held roles in investment operations supervision, annuity and sales supervision, and customer support. She also assisted clients and their families directly for two years as an independent financial advisor.
Sylvia graduated from the University of Pittsburgh in 1993 with a bachelor’s degree in English Literature and holds a FINRA series 7, 63, 65, 9 and 10 securities registration with LPL Financial; she is also registered in the State of Ohio as an insurance agent.
Sylvia brings 27 years of financial experience with her and has enjoyed deepening her knowledge base as part of Ta-Check’s team of talented individuals. She resides in Fairview Park, Ohio with her husband, their daughter Grace, and their 6-month old kitten Rajah.