Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Palumbo is a financial advisor with Prospera Financial Services, Inc. located in Southgate, Michigan. Sonya has been in the financial industry since 2000. Sonya has experience working with a variety of clients including high net worth individuals, corporations and trusts. She specializes in financial planning, portfolio management and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MI
04/28/2021 - Present
Prospera Financial Services, Inc. (Southgate MI)
MI
09/20/2019 - 04/19/2021
CETERA ADVISOR NETWORKS LLC (SOUTHGATE MI)
MI
05/25/2005 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SOUTHGATE MI)
MO
06/10/2003 - 06/03/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MD
12/04/2000 - 04/10/2003
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
02/24/2000 - 11/02/2000
FAHNESTOCK & CO. INC. (NEW YORK NY)
BOTH
Issued 06/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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