Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonja? Claim Your ProfileSonja Formato is a financial professional with over a decade of experience in the financial services industry. Sonja is currently registered with Foreside Fund Services, LLC and is licensed to sell securities in the state of Maine. She is also a Series 7 and SIE exam holder. Sonja has a strong background in securities trading and investment management. Her previous experience includes a position at Fidelity Brokerage Services LLC in Boston, Massachusetts.
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.
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ME
06/19/2015 - Present
Foreside Fund Services, LLC (PORTLAND ME)
MA
11/25/2008 - 10/23/2014
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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