Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Kraus is a financial advisor currently employed at Wealthspire Advisors. Sonia holds the Series 65 license. Sonia is registered in New York. Sonia has 12 years of experience in the industry. Sonia has worked with Star Mountain Capital, LLC, Merrill Lynch, Pierce, Fenner & Smith, Inc., Avestar Capital, LLC, Source Financial Advisors LLC, Heron Wealth Advisors and Wealthspire Advisors. Sonia specializes in Investment advisory services, financial planning, pension consulting and selection of other advisers for individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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NY
01/19/2024 - Present
Wealthspire Advisors (New York NY)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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