Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Alicia Maxwell is a financial professional with over 19 years of experience in the industry. Sonia is currently registered with PFS Investments Inc. in San Diego, CA. Sonia has a wide range of experience in the financial services industry and has a proven track record of success. Sonia holds several licenses and registrations, including Series 6, 26, and 63. Sonia is a highly motivated and results-oriented individual with a strong commitment to providing excellent customer service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/11/2010 - Present
PFS Investments Inc. (SAN DIEGO CA)
CA
02/28/2007 - 12/31/2009
PFS INVESTMENTS INC. (LOS ANGELES CA)
CA
02/09/2004 - 12/31/2006
PFS INVESTMENTS INC. (SAN DIEGO CA)
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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