Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Annette Todd is a registered representative with Charles Schwab & Co., Inc. Sonia Todd has been in the industry since July 2020. She has a Series 7TO license and a SIE license. Sonia Todd's experience includes working at TD AMERITRADE CLEARING, INC., a firm with a different scope of business. Sonia Annette Todd currently works in the Omaha, NE branch office for Charles Schwab & Co., Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
11/22/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
07/21/2021 - 12/15/2022
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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