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Sonia Hosono Mintun

Ancora Advisors LLC

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About Sonia Hosono Mintun

Sonia Hosono Mintun is a Registered Representative and Investment Advisor Representative, with over 17 years of experience in the financial industry. Sonia works at Ancora Advisors LLC in MAYFIELD HEIGHTS, OH. Prior to joining Ancora Advisors LLC, Sonia worked at SAFEGUARD SECURITIES, INC. in MAYFIELD HEIGHTS, OH and ANCORA SECURITIES, INC. in CLEVELAND, OH. Sonia is also a Chartered Financial Analyst.

Firm Information

Sonia Mintun is currently registered with Ancora Advisors LLC. Ancora Advisors LLC is an investment advisor located in MAYFIELD HEIGHTS, OH, with 36 investment advisory professionals and over $4 billion in regulatory assets under management. The firm provides portfolio management services to a range of clients, including corporations, individuals, investment companies, and pooled investment vehicles. Ancora Advisors also offers insurance and credit and cash management solutions.
Ancora Advisors LLC

6060 PARKLAND BOULEVARD

MAYFIELD HEIGHTS, OH 44124

$4.35B

Assets Under Management

Not reported

Total Clients

11

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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insurance & credit and cash management solutions

Insurance & credit and cash management solutions

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Revenue sharing with frs, and on credit and cash mgmt solutions

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Sonia Mintun’s Registration & Firm History

OH

02/01/2010 - Present

Ancora Advisors LLC (MAYFIELD HEIGHTS OH)

OH

04/09/2013 - 12/31/2015

SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)

OH

05/26/2010 - 04/09/2013

ANCORA SECURITIES, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sonia Hosono Mintun.
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