Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Goubran is a financial advisor at Truist Advisory Services, Inc., a firm with a focus on providing financial advice to individuals, corporations and other businesses. Sonia has been active in the financial services industry since October 27, 2014. Sonia has a strong track record in providing financial advice, including financial planning, portfolio management and publication of periodicals. She is also registered as an Investment Advisor Representative in Virginia and is a registered representative in Arkansas and Virginia. Sonia is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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