Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Johnson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Sonya has been in the industry since June 26, 2007, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. She offers financial planning, investment consulting services, and portfolio management services. Sonya holds a Series 7 and Series 66 license, as well as the SIE exam, which is required for all financial advisors.
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.
Investment consulting services to institutional clients
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.
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2
AZ
09/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (TUCSON AZ)
CA
04/08/2016 - 09/15/2023
WELLS FARGO CLEARING SERVICES, LLC (PALM DESERT CA)
CA
08/03/2015 - 02/29/2016
LPL FINANCIAL LLC (LA QUINTA CA)
CA
03/14/2008 - 03/04/2015
RAYMOND JAMES & ASSOCIATES, INC. (PALM DESERT CA)
CA
12/20/2006 - 04/03/2008
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
BOTH
Issued 06/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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