Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sondra? Claim Your ProfileSondra Ziegler is a registered Investment Advisor Representative associated with William Joseph Capital Management, Inc., a firm based in Bristol, CT. Sondra has been in the industry since January 2008. Sondra's experience includes serving as Executive Director for Nathan Ziegler & Associates, an estate planning law firm in Lubbock, TX. In addition, Sondra is a licensed insurance agent and owns and operates Second Half Strategies, LLC. Sondra has a Series 65 license and specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers
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CT
03/20/2018 - Present
William Joseph Capital Management, Inc. (BRISTOL CT)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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