Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Constance Joao is an Investment Advisor Representative with Robertson Investment Management, a registered investment advisor based in Houston, Texas. Sonia has over 10 years of experience in the financial services industry. Sonia is registered to provide investment advisory services in California, Colorado, Louisiana, New York, and Texas. Sonia has a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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.
Personalized portfolio management to meet individual financial objectives.
Referrals to third-party money manager portfolios
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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TX
08/06/2020 - Present
Robertson Investment Management (HOUSTON TX)
IA
Issued 06/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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