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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Florio Peterson is a financial advisor with Pathstone. Sonia has been in the industry since 1998 and has experience with various financial products and services. She is licensed in Pennsylvania and is a Chartered Financial Analyst. Her previous work experience includes positions with PNC Capital Markets, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Sonia is also a registered investment advisor with Pathstone.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
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2
NJ
09/19/2023 - Present
Pathstone (ENGLEWOOD NJ)
PA
06/16/2001 - 04/02/2004
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
10/19/1999 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
09/29/1998 - 10/07/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1998 - 10/07/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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