Sophia Y Shi

Current Employers

Employment History

• 11/2017 → Present
  Transamerica Financial Advisors, Inc
  Short Hills, NJ
• 04/2012 → Present
  Wfgia
  Short Hills, NJ
• 07/2004 → 08/2017
  Federal Reserve Bank Of New York
  New York, NY
• 01/2021 → Present
  Sophia Y Shi
  Short Hills, NJ
• 12/2025 → Present
  Your Choice Home Care
  Fairfield, NJ
• 03/2026 → Present
  Premier Senior Marketing, Inc
  Norfolk, NE

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Sophia Y Shi / 0121-Present / Investment Related: No /830 Morris TPKE Ste 08 Short Hills, NJ 07078 / Self / EIN for tax purposes / Hrs Work Monthly: 0 / Sec Trading Hrs: 0/ I will use this EIN for tax and recordkeeping purposes. YOUR CHOICE HOME CARE POSITION: Direct Support Professional NATURE: home care for families in New Jersey INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 12/07/2025 ADDRESS: 155 Passaic Ave Ste 415, Fairfield NJ 07004, United States DESCRIPTION: Provide home care, transportation, prepare meals, tutoring, any related to Daniel Zang's daily activities PREMIER SENIOR MARKETING, INC POSITION: agent NATURE: Medicare and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2026 ADDRESS: 705 West Benjamin Ave=nue, Norfolk NE 68701, United States DESCRIPTION: Educate and sale medicare and health insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-02
• S63 Uniform Securities Agent State Law Examination
  2017-12-01

Other Names

• Ying Shi