Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Sorensen is a financial advisor at Arvest Wealth Management. Rhonda has been in the financial industry since 2003, and is a Registered Representative and Investment Advisor Representative. Rhonda has Series 6, 7, and 66 registrations and is licensed in multiple states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
01/03/2022 - Present
Arvest Wealth Management (Springfield MO)
MO
05/21/2013 - 06/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
KS
07/03/2012 - 04/25/2013
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
MO
04/20/2009 - 07/07/2011
UMB FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
01/28/2002 - 04/15/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD MO)
BOTH
Issued 02/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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