Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Davenport is a financial advisor with Charles Schwab & CO., Inc., located in Westlake, Texas. Sonia has been in the industry since December 2016. Sonia is licensed to provide investment advisory services in the state of Texas. Sonia holds the Series 66, 10, 7 and SIE licenses. Sonia is a registered representative with FINRA and an investment advisor representative with the state of Texas.
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
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2
TX
10/06/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
12/14/2016 - 09/18/2020
EDWARD JONES (ARLINGTON TX)
BOTH
Issued 03/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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