Unclaimed
Sonya Ashley is an Investment Advisor Representative registered in New Jersey with PFS Investments Inc. Sonya has been in the financial services industry since March 20, 1990. Sonya offers investment advisory services to individuals, corporations and charitable organizations. Sonya also sells investment-related products for companies affiliated with PFS Investments Inc. Sonya also has a background in insurance and mortgage related sales.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
12/08/2021 - Present
PFS Investments Inc. (LEBANON NJ)
IA
Issued 11/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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