Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonali? Claim Your ProfileSonali Patel Wilson has been active in the financial industry since 2012. Sonali is currently registered with Wellington Funds Distributors Inc. Previous employers include PIMCO INVESTMENTS LLC and GOLDMAN, SACHS & CO. Sonali has a Series 63, Series 3, Series 7, and SIE license. Sonali is currently registered in Massachusetts and New York.
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.
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NY
06/02/2022 - Present
Wellington Funds Distributors Inc. (New York NY)
CA
12/17/2012 - 03/10/2022
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
NY
09/04/2006 - 09/20/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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