Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Padilla is a financial advisor with over 20 years of experience in the industry. Sandra is currently registered with Robert W. Baird & Co. Inc. Sandra has held previous positions at UBS Financial Services Inc. and RBC Dain Rauscher Inc. Sandra specializes in providing financial advice to individuals, corporations, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Sandra has also completed the Series 7, Series 63, and SIE exams.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
08/09/2013 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
IL
02/10/2006 - 08/19/2013
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
12/03/2002 - 03/02/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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