Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Kalmin is a financial advisor with over 7 years of experience in the financial services industry. Sonya is currently registered with Rede Partners (americas) LLC and has previously been associated with Threadstone Advisors, LLC and Citigroup Global Markets Inc. Sonya holds Series 7, Series 63, Series 79 and SIE licenses. Sonya has a broad range of experience and is licensed to provide investment advice in 40 states.
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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NY
04/04/2019 - Present
Rede Partners (americas) LLC (NEW YORK NY)
NY
03/20/2017 - 09/25/2018
THREADSTONE ADVISORS, LLC (NEW YORK NY)
NY
08/18/2015 - 02/10/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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