Sonia PrestonCRD Number: 1945065
Current Firm: Schwab Private Client Investment Advisory, Inc.
Sonia Preston (CRD# 1945065) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Current||6|
|Charles Schwab & Company, Inc.||Orlando, FL||Feb 1994 - Current||24|
|Tramonte Distributors LLC||Longwood, FL||Mar 2011 - Oct 2015||4|
|Charles Schwab Bank||Orlando, FL||Feb 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY