Unclaimed
Sonja Massak is a financial advisor at Frost Brokerage Services, Inc. Sonja is a registered representative with Series 6 and Series 63 licenses. Sonja has been in the financial industry since 2006.
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.
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.
1
2
TX
10/02/2023 - Present
Frost Brokerage Services, Inc. (SAN ANTONIO TX)
MN
03/04/2019 - 02/15/2022
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
TX
12/06/2017 - 01/31/2019
BBVA SECURITIES INC. (HOUSTON TX)
TX
01/16/2012 - 10/04/2017
FROST BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
02/13/2006 - 08/09/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 01/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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