Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonu? Claim Your ProfileSonu Johar is an investment advisor representative for Forte Capital LLC. Sonu Johar has been a registered investment advisor since 2001, has worked at Forte Capital LLC since 2009 and has been in the financial services industry since 2001. Sonu Johar is a Series 7 and Series 63 licensed individual. Sonu Johar holds a specialization in retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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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NY
05/09/2021 - Present
Forte Capital LLC (ROCHESTER NY)
NY
12/17/2002 - 10/29/2007
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
NY
01/31/2001 - 12/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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