Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonya? Claim Your ProfileSonya Doty is an investment advisor representative with Ameriprise Financial Services, LLC. Sonya has been in the financial services industry since 1995. Sonya holds the Series 63, Series 65, Series 7 and SIE securities licenses. Sonya is registered to offer investment advice in Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Missouri, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. Sonya provides financial planning and portfolio management services to individuals, businesses, charitable organizations, trusts and estates, insurance companies and pension plans. Sonya's previous experience includes positions with Investment Planners, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc.
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.
Asset allocation services
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
IN
11/27/2018 - Present
Ameriprise Financial Services, LLC (Terre Haute IN)
IN
12/02/1996 - 12/21/2018
INVESTMENT PLANNERS, INC. (TERRE HAUTE IN)
KY
04/11/1995 - 12/02/1996
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 05/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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