|
|
|
Marlena Sonn
• Financial Advisor
• Registered Representative
• Investment Advisor Representative
212.405.1619
800.262.6644, ext. 1619
msonn@christopherstreet.com
|
Marlena has been part of the Christopher Street Financial family for
nearly two years, first as a Client Relationship Manager, and currently
as a Financial Advisor. Marlena started her career in finance at UBS
Wealth Management, where she was mentored by Advisors who worked with
ultra-high net worth clients and foundations; she has also worked in
politics as a community organizer, electoral campaign manager and
fundraiser for various causes, and served as the Development Director of
Progressive States Network.
Marlena graduated with honors from Barnard College, Columbia University.
She has completed coursework requirements for the CERTIFIED FINANCIAL
PLANNER™ exam, including General Principles, Insurance, Investments,
Retirement and Estate Planning.
In her spare time, Marlena enjoys long-distance running, yoga, and
meditation retreats. |
|
Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA & SIPC. NFP Securities, Inc. does not offer tax or legal advice. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc., a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with Christopher Street Financial. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000
|
|
|
