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Sandra Aguilar

Missionsquare Retirement

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About Sandra Aguilar

Sandra Aguilar is an investment advisor representative with Missionsquare Retirement. Sandra has been working in the industry since 2001 and is registered with the state of Texas. Sandra has passed the Series 6, Series 63, Series 65, and SIE exams. Sandra specializes in portfolio management for individuals and businesses.

Firm Information

Sandra Aguilar is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sandra Aguilar’s Registration & Firm History

TX

01/12/2015 - Present

Missionsquare Retirement (CORPUS CHRISTI TX)

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Licenses & Designations

IA

Issued 12/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Aguilar.
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