Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Laskowski is a financial advisor with Mercer Global Advisors Inc. in Denver, CO. Sandra has been in the industry since 1987 and has experience with financial planning, portfolio management, and trust services. She holds the Series 7, Series 63, and Series 66 licenses, and is a Certified Financial Planner. Sandra has previously worked with Northwestern Mutual Investment Services, LLC and LPL Financial LLC.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
CO
04/02/2024 - Present
Mercer Global Advisors Inc. (Denver CO)
CO
09/02/2022 - 06/20/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
CO
05/13/2021 - 05/27/2022
LPL FINANCIAL LLC (CENTENNIAL CO)
CO
01/17/2019 - 05/31/2019
KEY INVESTMENT SERVICES LLC (PARKER CO)
CA
06/08/2015 - 07/31/2018
FIDELITY BROKERAGE SERVICES LLC (MOUNTAIN VIEW CA)
CA
03/16/2012 - 01/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
NY
08/18/1993 - 06/19/1996
GRANT BETTINGEN, INC. (NEW YORK NY)
CA
09/23/1988 - 08/20/1991
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
NA
05/28/1987 - 10/13/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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