Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonja? Claim Your ProfileSonja Lilja-li is an investment advisor representative who has been in the industry since June 1, 2005. Currently, Sonja Lilja-li is registered with J.p. Morgan Securities LLC and is located in Grass Valley, California. Sonja Lilja-li is licensed to provide investment advice in California. Sonja Lilja-li has also worked as a financial advisor for Chase Investment Services Corp. and Wells Fargo Investments, LLC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (GRASS VALLEY CA)
CA
12/20/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AGOURA HILLS CA)
CA
11/04/2010 - 12/06/2010
WELLS FARGO INVESTMENTS, LLC (WOODLAND HILLS CA)
CA
03/16/2009 - 04/27/2010
WELLS FARGO INVESTMENTS, LLC (WOODLAND HILLS CA)
CA
09/15/2003 - 01/07/2008
ESSEX NATIONAL SECURITIES, INC. (NORTHRIDGE CA)
IL
09/05/2003 - 09/15/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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