Unclaimed
Sonia Estrella Cantrell is a financial advisor with Park Avenue Securities LLC. Sonia has been in the financial services industry for 8 years. Sonia has a wide range of experience working with different types of clients, including high-net-worth individuals, corporations, and charitable organizations. Sonia has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/08/2023 - Present
Park Avenue Securities LLC (BETHLEHEM PA)
AZ
08/01/2022 - 01/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Scottsdale AZ)
AZ
01/10/2020 - 08/04/2022
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
06/30/2017 - 11/18/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/30/2017 - 11/18/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
06/30/2017 - 11/18/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
06/30/2017 - 11/18/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
09/01/2016 - 06/12/2017
FIDELITY BROKERAGE SERVICES LLC (GLENDALE AZ)
AZ
06/08/2015 - 08/26/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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