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Sonya Lee Mitchell

Broker & Financial Advisor

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Sonya Lee Mitchell

Sonya Lee Mitchell

CRD: 4391480 Broker & Financial Advisor

Current Firm

Osaic Institutions, Inc.

ABOUT Sonya Lee Mitchell

PROFILE: Sonya Lee Mitchell is an experienced financial professional with 25 years of experience in the securities and investment advisory industry. Also known as Sonya Lee Gifford and Sonya Lee Moon, she is dually registered as a Broker and Investment Adviser with Osaic Institutions, Inc. in Ellsworth, Maine. Sonya has maintained her broker registration with Osaic Institutions since 2004 and her investment adviser registration since 2005. Prior to joining Osaic Institutions, she was registered with Dirigo Investments, Inc. in Ellsworth, Maine.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser with Osaic Institutions, Inc.
  • FINRA Registered — Maintains broker registrations with Osaic Institutions, Inc.
  • Investment Adviser — Registered to provide investment advisory services through Osaic Institutions, Inc.

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

25 years

25 years. Sonya Lee Mitchell has more than two decades of experience in the securities and investment advisory industry, with the majority of her career spent with Osaic Institutions, Inc., following her earlier registration with Dirigo Investments, Inc.

Professional Statistics

25
Years of Experience
2
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

135 High Street Ellsworth, ME 04605

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A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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