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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 with Cetera Investment Advisers LLC. Sonya has been in the industry since 2000. Sonya holds Series 6, 7, 63 and 65 licenses and the SIE exam. Sonya is registered with the state of Georgia as an Investment Advisor Representative. Sonya provides financial planning, pension consulting, and portfolio management services to a variety of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. In addition to Cetera Investment Advisers LLC, Sonya has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Investors Capital Corp., Waddell & Reed, Inc., OFG Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Sonya is also a candidate for County Probate Judge in Georgia and works with CPAs and their tax clients on the investment side. Sonya is also Treasurer for Savannah River Productions and a member of the Legg Family Investments LLC.
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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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 5/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/7/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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