Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sand is a Registered Investment Advisor Representative. Jeffrey is associated with Hightower Advisors, LLC. Jeffrey has been in the securities industry since 1994. Jeffrey is currently registered with the state of New Mexico. Jeffrey is a financial advisor who provides financial planning, portfolio management for individuals, portfolio management for businesses, selection of other advisers, and pension consulting services. Jeffrey is also licensed to provide investment advisory services for corporations, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, individuals other than high net worth, and corporations or other businesses. Jeffrey is based out of the Santa Fe, NM office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NM
04/21/2021 - Present
Hightower Advisors, LLC (Santa Fe NM)
NY
10/09/2002 - 11/05/2004
CARRET SECURITIES, LLC (NEW YORK NY)
TX
05/19/2000 - 09/04/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
10/01/1998 - 03/13/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/01/1998 - 03/13/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
05/29/1998 - 10/28/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/29/1998 - 10/28/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
06/19/1997 - 05/29/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
AZ
12/18/1995 - 06/17/1997
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NY
07/22/1994 - 12/21/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Sand is the right advisor for you? Invested Better is here to help.
