Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonja? Claim Your ProfileSonja Darcangelo is a financial advisor with Wells Fargo Clearing Services, LLC. Sonja has been in the industry since 2003. Sonja has a Series 7, SIE and Series 66 license. Sonja works in the Tucson, AZ branch office. Sonja has been registered with Wells Fargo Clearing Services, LLC since 2021. Prior to that, Sonja was registered with A. G. EDWARDS & SONS, INC. and American Express Financial Advisors Inc. Sonja has specialized in providing financial advice to insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Investment consulting services to institutional clients
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
AZ
09/23/2021 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
08/07/2003 - 06/01/2006
A. G. EDWARDS & SONS, INC. (TUCSON AZ)
MN
11/22/2002 - 08/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/2002 - 08/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sonja Darcangelo is the right advisor for you? Invested Better is here to help.
