Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. Tony has been working in the financial services industry since 1996. Tony has a Series 6, Series 63, and Series 65 licenses and has experience working for a number of firms including Foresters Equity Services, Inc. and Securities America, Inc. Tony provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Tony also provides selection of other advisors services.
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.
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2
CA
01/06/2020 - Present
Prosperity Wealth Management, Inc. (SAN RAMON CA)
CA
03/14/2018 - 10/22/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
12/12/2013 - 03/13/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NJ
10/16/2012 - 12/09/2013
SECURITIES AMERICA, INC. (ISELIN NJ)
CA
08/30/2010 - 10/18/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
05/03/1999 - 08/25/2010
PARK AVENUE SECURITIES LLC (MELVILLE NY)
NY
07/15/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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