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Sonja Sifner

American Portfolios Financial Services, Inc.

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About Sonja Sifner

Sonja Sifner is a financial professional with over 15 years of experience in the industry. Sonja is currently registered with American Portfolios Financial Services, Inc. and Osaic Institutions, Inc.. Sonja has held previous registrations with several firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Edward Jones and Charles Schwab & Co., Inc.

Firm Information

Sonja Sifner is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sonja Sifner’s Registration & Firm History

NY

12/22/2023 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

GA

12/07/2023 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

12/07/2023 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

12/01/2014 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

12/01/2014 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

12/02/2010 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)

AZ

11/16/2009 - 06/23/2010

EDWARD JONES (TEMPE AZ)

AZ

03/12/2008 - 09/10/2009

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 04/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/12/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sonja Sifner. Review regulatory record here.
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