Unclaimed
Sonja Parker is a financial advisor with Edward Jones. Sonja has been in the financial services industry for over 10 years, serving clients in South Carolina and Texas. Sonja has a strong commitment to providing her clients with personalized financial guidance. Sonja is passionate about helping her clients achieve their financial goals. She is committed to providing her clients with the highest level of service and expertise. Sonja holds a Series 6, 7, 63 and 65 licenses as well as the SIE designation. Sonja has held previous positions with Country Capital Management Company and Wells Fargo Advisors.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
SC
03/15/2023 - Present
Edward Jones (INMAN SC)
MO
06/12/2018 - 10/07/2018
EDWARD JONES (ST. LOUIS MO)
GA
07/27/2012 - 10/19/2012
COUNTRY CAPITAL MANAGEMENT COMPANY (AUGUSTA GA)
GA
09/10/2008 - 06/13/2012
WELLS FARGO ADVISORS, LLC (HEPHZIBAH GA)
IA
Issued 12/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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