Unclaimed
Sonja Michelle Hall is a financial advisor with over 20 years of experience in the industry. Sonja is currently registered as a Registered Representative with USA Financial Securities LLC and holds the Series 6, 7, 63 and SIE licenses. She is also a Registered Investment Advisor. Sonja has previously worked with Woodbury Financial Services, Inc. and Pruco Securities Corporation. Sonja is a dedicated financial professional committed to providing personalized financial advice and guidance to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
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
MI
11/03/2017 - Present
USA Financial Securities LLC (ADA MI)
MN
03/29/2012 - 11/02/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NJ
09/01/1993 - 02/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/28/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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