Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Biasatti is a financial advisor with Prospera Financial Services, Inc.. Sonia has been in the financial services industry since 1995. Sonia holds a Series 7, 24, 53, 27, 55, 63 and 65 licenses. Sonia has experience working with individuals, high-net-worth individuals, corporations, trusts and charitable organizations. Sonia specializes in financial planning, portfolio management, and selection of other advisors. Sonia also has experience working with pooled investment vehicles, pension consulting and portfolio management for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
TX
02/24/2011 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
05/08/1995 - 09/30/2010
FIRST DALLAS SECURITIES INCORPORATED (DALLAS TX)
NA
02/14/1995 - 05/05/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 02/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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