Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Renee Niewiek is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Grand Rapids, Michigan. Sonya has been in the industry since 2003. She has previously worked with Morgan Stanley and Citigroup Global Markets Inc. Sonya is registered in 49 states as a Broker-Dealer and in 2 states as an Investment Advisor. She has also passed Series 7, Series 63, Series 65 and SIE exams. Sonya specializes in advising individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/22/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
MI
06/01/2009 - 11/20/2019
MORGAN STANLEY (GRAND RAPIDS MI)
MI
01/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
MI
06/19/2003 - 07/20/2006
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
IA
Issued 09/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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