Sonia Maksymiuk, financial advisor Walnut Creek CA
96 score

Sonia Maksymiuk

CRD Number: 3093689
Current Firm: Destination Wealth Management

Sonia Maksymiuk (CRD# 3093689) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 18 years of experience in the finance industry. Sonia Maksymiuk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Destination Wealth Mangement Walnut Creek, CA Jun 2013 - Current 4
Unemployed San Francisco, CA Dec 2010 - Jun 2013 2
Wetherby Asset Management San Francisco, CA Nov 2007 - Dec 2010 3
Charles Schwab Bank N.a. San Francisco, CA Feb 2005 - Nov 2007 2
Charles Schwab & Company,inc San Francisco, CA Dec 2000 - Nov 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Sonia M. Maksymiuk
Phone Number: 925-935-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,538
    MILLIONS
  • Total Number of Accounts
    3,710
    ACCOUNTS
  • Average Account Value
    $414,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, HI, ID, MA, NC, NE, NV, NY, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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