Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia M Hasemeyer is a financial professional with over 20 years of experience in the industry. Sonia is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Jersey and Texas. Sonia has a wide range of licenses and registrations, including Series 7, 10, 23, 24, 31, 66, and SIE. Sonia specializes in providing financial advice and investment management services to a variety of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Sonia has extensive experience in managing and advising on a range of investment products and strategies.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/11/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Pennington NJ)
BOTH
Issued 11/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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