Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonda? Claim Your ProfileSonda Frattini is a financial advisor with Ameritas Advisory Services, LLC. Sonda has been in the financial industry since 2003. Sonda is registered to provide investment advice in California, Florida, Georgia, North Carolina, Vermont, and South Carolina. Sonda has the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 65. Sonda is also a licensed independent insurance agent for the purpose of selling fixed insurance products.
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.
Solicitor fees
1
2
NC
11/01/2021 - Present
Ameritas Advisory Services, LLC (TUCKASEGEE NC)
NC
04/30/2003 - 05/02/2008
EQUITY SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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