Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Joo Stocks phillips is a financial professional with over 20 years of experience in the industry. Sonya is registered with LPL Financial LLC and has a Series 7 and Series 66 license. Sonya has previously been employed by a number of firms including SYNOVUS SECURITIES, INC. and ONB INVESTMENT SERVICES, INC. Sonya specializes in providing financial planning, investment management and consulting services for both individuals and businesses. Sonya is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/15/2013 - Present
LPL Financial LLC (EVANSVILLE IN)
FL
01/24/2013 - 04/05/2013
SYNOVUS SECURITIES, INC. (DESTIN FL)
IN
11/30/2009 - 09/21/2012
LPL FINANCIAL LLC (EVANSVILLE IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (EVANSVILLE IN)
IN
02/14/2001 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
BOTH
Issued 04/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sonya Stocks phillips is the right advisor for you? Invested Better is here to help.
