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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 Maureen Simmons is an investment advisor representative at Fidelity Personal And Workplace Advisors. Sonja has been in the industry since 2002 and has experience with both retail and institutional clients. Sonja offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. Sonja is licensed in all 50 states and the District of Columbia. Sonja is committed to providing her clients with the best possible financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/01/2023 - Present
Fidelity Personal AND Workplace Advisors (CONROE TX)
NJ
01/30/2013 - 07/28/2022
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NC
02/22/2010 - 02/01/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
07/25/2007 - 11/28/2008
PNC INVESTMENTS (BLOOMFIELD NJ)
NJ
03/11/2002 - 01/08/2007
PRUCO SECURITIES, LLC. (WARREN NJ)
MN
09/14/2001 - 10/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/2001 - 10/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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