Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandi? Claim Your ProfileSandi S. Goodman-brown is an Investment Advisor Representative at Bay Colony Advisors. Sandi has been in the industry since January 2011 and has been with Bay Colony Advisors since March 2024. Sandi holds the Series 65 license and is registered with Maine. Sandi has experience with providing financial planning, pension consulting, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
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2
ME
04/17/2024 - Present
BAY Colony Advisors (PORTLAND ME)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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