Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Glenn is a financial professional with over 20 years of experience in the industry. Sonya is currently registered with Capfinancial Securities, LLC and has held previous positions at firms such as T. Rowe Price Investment Services, Inc. and Scudder Distributors, Inc. Sonya holds the Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Sonya specializes in providing investment advice and financial planning services to individuals and families.
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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2
NC
08/06/2014 - Present
Capfinancial Securities, LLC (RALEIGH NC)
MD
03/23/2006 - 04/10/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IL
08/02/2005 - 11/17/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
05/30/2003 - 08/02/2005
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
01/14/2003 - 05/30/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 05/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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