About
Hello! I’m Maria Sandoval Sonia, a dedicated FINRA Broker with over 15 years of experience in the financial service industry.
I invite you to connect with me on Whatsapp to discuss your financial aspirations and how i can help you achieve the goals you want to reach in your financial aspect of life.
My passion lies in helping firms, individuals and families navigate their financial journey and achieve their investment goals. My approach focuses on building long-term relationships based on trust and transparency. I believe in educating my clients about their options, empowering them to make informed decisions that align with their financial objectives. Outside of work, I enjoy reading books that can help improve my knowledge, Baking which helps me stay balanced and engaged with the community.
Financial & Investment Advisor.
Personal Details
- Birthday: 1 May 1978
- Website: https://mariasandovalsonia.com/
- Phone: +18212213741
- City: Florida, USA
- Age: 46
- Direct Email: contact@mariasandovalsonia.com
- FINRA active: Yes (view finra brokercheck (CRD# 3151830):
Facts
With our few years in the financial field, we are pleased to have played a great role in the investment decisions of over 10 thousand happy clients.
Happy Clients
Projects
Hours Of Support
License
Skills
With my 15 years of experience, these are the skills I have acquired overtime.
Resume
Sumary
Maria Sandoval Sonia
- 220 Alhambra Circle 10Th Floor Coral Gables, FL 33134
- +18212213741
- contact@mariasandovalsonia.com
Broker Qualifications
State Securities Law Exam
Jun 11, 2015
Series 65 - Uniform Combined State Law Examination
Aug 28, 2007
Series 63 - Uniform Securities Agent State Law Examination
General Industry/Products Exam
Oct 1, 2018
SIE - Securities Industry Essentials Examination
May 25, 2007
Series 7 - General Securities Representative Examination
Principal/Supervisory Exam
Feb 12, 2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
Dec 16, 2020
Series 10 - General Securities Sales Supervisor - General Module Examination/em>
Professional Experience
MORGAN STANLEY (CRD# 149777))
2015 - Present
Manhasset, New York, USA
CHARLES SCHWAB & CO INC. (CRD# 5393)
2008 - 2013
Colorado Springs, CO 80918, United States
Services
I am an enthusiast in financial involvements, ranging from Cryptocurrency to Forex trading, with a strong focus on risk management.
Cryptocurrency Investment Advice
My team and I provide advice on cryptocurrencies, including which ones to buy, when to buy, and the ideal duration of your investment.
Portfolio Management
Assisting clients in managing their investment portfolios to align with their risk tolerance and objectives.
Retirement Planning
Helping clients plan for retirement through investment strategies and product recommendations.
Forex Advice
Given the volatility of the financial market, our dedicated team of Forex traders will guide you throughout your trading journey.
Compliance and Regulatory Guidance
Ensuring that clients’ investments adhere to regulatory requirements and providing guidance on compliance issues.
Financial Consultancy
We offer comprehensive financial advice, including guidance on real estate and small-scale business startups.