Unclaimed
Sonal Toprani Bullard is a financial advisor registered with Cetera Investment Services LLC. Sonal has been in the industry since August 29, 2019. Sonal holds Series 7, Series 24 and SIE licenses and has a background at Truist Investment Services, Inc. and BB&T Securities, LLC.
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.
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.
1
2
MN
05/21/2024 - Present
Cetera Investment Services LLC (ST CLOUD MN)
GA
01/05/2018 - 09/26/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (ATLANTA GA)
BC
Issued 03/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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