Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Nolan is an experienced financial professional with over 15 years of experience in the financial services industry. Sonya is a Certified Financial Planner and has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Sonya is currently affiliated with Osaic Wealth, Inc. and previously worked at LPL Financial LLC and Commonwealth Financial Network. Sonya is dedicated to providing personalized advice and helping clients achieve their financial goals.
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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AZ
10/02/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
02/07/2014 - 04/12/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/16/2013 - 01/22/2014
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
VA
04/29/2013 - 07/24/2013
LPL FINANCIAL LLC (VIENNA VA)
CA
10/31/2007 - 06/29/2011
LPL FINANCIAL LLC (CORONADO CA)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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