Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Legg is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since 2001. Sonya has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Sonya Legg is also a registered investment advisor and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Sonya is able to provide financial planning services, portfolio management, and other advisory services. Sonya Legg is committed to providing her clients with personalized advice and guidance to help them reach 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.
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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2
GA
03/21/2023 - Present
Cetera Investment Advisers LLC (LAVONIA GA)
GA
01/18/2006 - 01/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATHENS GA)
MA
04/12/2004 - 12/31/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
05/27/2003 - 02/19/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
01/04/2002 - 05/14/2003
OFG FINANCIAL SERVICES, INC. (TOPEKA KS)
MA
12/08/2000 - 01/10/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/08/2000 - 01/10/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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