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Sonia Estrella Cantrell

Park Avenue Securities LLC

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About Sonia Estrella Cantrell

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.

Firm Information

Sonia Cantrell is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sonia Cantrell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sonia Estrella Cantrell.
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