Sonya Palumbo (CRD# 4067280) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Southgate, MI and has over 20 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 3151669
Esi Financial Advisors
CRD# 2410444
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prospera Financial Services, Inc. | Dallas, TX | Apr 2021 - Current | 3 |
| Cetera Advisor Networks LLC | Southgate, MI | Sep 2019 - Apr 2021 | 1 |
| Summit Financial Group Inc. | Southgate, MI | May 2005 - Apr 2021 | 15 |
| Summit Brokerage Services Inc. | Southgate, MI | Jun 2006 - Sep 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- MI
-
Total Assets Under Management7,913MILLIONS
-
Total Number of Accounts20,915ACCOUNTS
-
Average Account Value$378,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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