Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Westfield is a financial professional based in Charlotte, NC. Sonya is registered with Kestra Investment Services, LLC and is licensed to provide investment advice in North Carolina. Sonya has passed the Series 6TO, SIE, and Series 63 exams. Sonya's professional experience has included a focus on Investment Company Products/Variable Contracts Representative Examination, Securities Industry Essentials Examination, and Uniform Securities Agent State Law Examination. Sonya has been in the industry since January 14, 2021.
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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NC
01/15/2021 - Present
Kestra Investment Services, LLC (CHARLOTTE NC)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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