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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 Maurin Crenshaw is an Investment Advisor Representative at Edelman Financial Engines. Sonya has been in the financial industry since 2005. Sonya's previous experience includes working at Vanguard Marketing Corporation in Scottsdale, Arizona. Sonya currently holds Series 63 and Series 65 licenses. Sonya is registered with the state of Arizona as an Investment Advisor Representative. Sonya specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Sonya is currently based in Glendale, Arizona.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
09/21/2011 - Present
Edelman Financial Engines (GLENDALE AZ)
AZ
07/28/2005 - 08/02/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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