Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Sonier is a financial professional with over 20 years of experience in the industry. Michele is currently registered with PFS Investments Inc. in Mandeville, LA. Michele has held previous positions with J.P. Morgan Securities LLC, BEAR WAGNER SPECIALISTS LLC, SUSQUEHANNA SPECIALISTS, INC., SUSQUEHANNA FINANCIAL GROUP, INC., and SPEAR, LEEDS & KELLOGG. Michele has passed the Series 63, Series 7, and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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LA
08/08/2016 - Present
PFS Investments Inc. (MANDEVILLE LA)
NY
07/22/2013 - 10/23/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/02/2005 - 03/23/2007
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 11/21/2001
SUSQUEHANNA SPECIALISTS, INC. (NEW YORK NY)
PA
11/24/1999 - 11/20/2001
SUSQUEHANNA FINANCIAL GROUP, INC. (BALA CYNWYD PA)
NY
09/17/1996 - 11/19/1997
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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