Unclaimed
Sonia Brinkman is an investment advisor representative currently registered with Corient, with a registration date of November 23, 2022. Sonia Brinkman is also a registered Investment Advisor in Ohio with a registration date of November 23, 2022. Sonia Brinkman has passed the Uniform Investment Adviser Law Examination (Series 65) on October 3, 2014. Sonia Brinkman specializes in a wide range of services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Sonia Brinkman has over 15 years of experience in the financial services industry. Sonia Brinkman has worked for Budros, Ruhlin & Roe, Corient Services LLC, and CIPW Service Company, LLC. Corient is a financial advisory firm headquartered in Miami, Florida, with a branch office in Columbus, Ohio. Corient provides a wide range of investment advisory services to a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
OH
11/23/2022 - Present
Corient (COLUMBUS OH)
IA
Issued 10/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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