Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Ziolkowski is an Investment Adviser Representative with HTG Investment Advisors Inc. and has been in the industry since April 2018. Sonya is also registered as an Investment Adviser in Colorado. Sonya specializes in financial planning, portfolio management for individuals, and selection of other advisors. Prior to HTG Investment Advisors Inc., Sonya was employed by Sanford C. Bernstein & Co., LLC..
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CO
10/01/2021 - Present
HTG Investment Advisors Inc. (Lakewood CO)
CO
05/03/2019 - 07/09/2021
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
IA
Issued 10/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
Not sure Sonya Ziolkowski is the right advisor for you? Invested Better is here to help.
