Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandi? Claim Your ProfileSandi Y. Chui is a registered representative of Western International Securities, Inc. and has been in the securities industry since 1999. Sandi holds Series 63 and Series 66 licenses, as well as Series 7 and SIE licenses. Sandi currently provides financial planning and portfolio management services to individual, high-net-worth, corporate, and charitable clients. Sandi has worked in the Pasadena area for many years, and her experience includes time working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sandi currently serves as a registered representative of Western International Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
11/07/2023 - Present
Western International Securities, Inc. (PASADENA CA)
CA
09/22/1999 - 02/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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