SS
CFP
SS
CFP

Sonya Saskin

28 Years of Experience
Cincinnati, OH
Broker

Sonya Saskin is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 28 years of industry experience.

Location

4605 E. Galbraith Road, Suite 200, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sonya is the president of Sassy Business Management, Inc., dedicating a significant amount of time to it. She is also a member of Jonya Enterprises, LLC, an investment-related activity, spending minimal time on it.

Employment History
Current Registrations
Valmark Securities, INC.
September 2018 - Present · 7 yrs 8 mos
Valmark Advisers, INC.
September 2018 - Present · 7 yrs 8 mos
Valmark Securities, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 1999 - October 2018 · 19 yrs
Ameriprise Financial Services, INC.Broker
March 1998 - October 2018 · 20 yrs 7 mos
Ids Life Insurance CompanyBroker
March 1998 - July 2006 · 8 yrs 4 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAIAIDILINKYLAMAMEMIMNMOMSMTNCNHNMNVNYOHORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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