Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandor? Claim Your ProfileSandor Takacs is a financial advisor at Wells Fargo Clearing Services, LLC. Sandor has over 15 years of experience in the financial industry. Sandor holds Series 6, 7, 63 and 65 licenses and has a SIE designation. Sandor has worked for several firms including Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Capital One Investments, LLC. Sandor works with a variety of clients including individuals, businesses, high-net-worth individuals, pension and profit sharing plans and charitable organizations. Sandor provides a range of services including financial planning, investment consulting services to institutional clients, portfolio management for businesses and individuals, and selection of other advisors.
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.
Investment consulting services to institutional 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.
1
2
TX
12/18/2015 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
01/02/2015 - 12/21/2015
CAPITAL ONE INVESTING, LLC (CYPRESS TX)
TX
12/20/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (CYPRESS TX)
TX
01/21/2011 - 12/10/2012
EDWARD JONES (SPRING TX)
TX
01/03/2011 - 01/26/2011
WELLS FARGO ADVISORS, LLC (SPRING TX)
TX
12/12/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HUMBLE TX)
TX
09/27/2006 - 12/05/2007
CAPITAL ONE INVESTMENTS, LLC (COLUMBUS TX)
IA
Issued 11/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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