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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonja? Claim Your ProfileSonja Elizabeth Cheadle is a financial advisor with Stifel, Nicolaus & Company, Inc. Sonja has been in the industry since 2004 and is registered in 46 states. Sonja's experience includes working with clients of all types, including individuals, businesses, and institutions. Sonja provides financial planning services, portfolio management, and other investment-related services. Sonja has held past registrations with LPL Financial LLC, Coordinated Capital Securities, Inc. and Stifel, Nicolaus & Company, Incorporated. Sonja holds the Series 7, Series 24, Series 63, and Series 65 licenses. Stifel, Nicolaus & Company, Inc. is a national financial services firm with over 2,500 financial advisors. The firm has a strong commitment to providing clients with personalized financial advice and investment solutions.
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.
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.
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
WI
11/21/2022 - Present
Stifel, Nicolaus & Company, Inc. (MADISON WI)
WI
02/16/2022 - 11/25/2022
LPL FINANCIAL LLC (MADISON WI)
WI
11/05/2007 - 02/25/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MADISON WI)
WI
04/07/2005 - 11/06/2007
COORDINATED CAPITAL SECURITIES, INC. (MADISON WI)
MO
01/21/2004 - 03/28/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 04/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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