Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandon? Claim Your ProfileSandon James Purcell is a financial advisor with over 30 years of experience in the industry. Currently, Sandon is a registered representative with Raymond James Financial Services Advisors, Inc. Previously, Sandon was affiliated with several other firms including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WACHOVIA SECURITIES, LLC, and Prudential Securities Incorporated. Sandon holds a variety of licenses and certifications, including Series 7, 9, 10, 52, 53, 63 and 65. Sandon serves clients in multiple states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
05/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (GREENWOOD VILLAGE CO)
CO
03/14/2008 - 05/29/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENWOOD VILLAGE CO)
CO
09/21/1998 - 03/17/2008
WACHOVIA SECURITIES, LLC (GREENWOOD VILLAGE CO)
NY
10/27/1995 - 09/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
04/07/1994 - 10/31/1995
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
03/01/1994 - 04/05/1994
DICKINSON & CO. (DES MOINES IA)
CO
12/23/1992 - 02/18/1994
U.S. CENTRAL SECURITIES (ENGLEWOOD CO)
NA
05/01/1992 - 04/07/1993
THE TRADING DESK, INC.
IA
Issued 06/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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