Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Alterio Barry is a financial advisor with over 25 years of experience in the industry. Sandra is currently registered with Private Advisor Group, LLC. Sandra has held previous positions with CADARET, GRANT & CO., INC., CCO INVESTMENT SERVICES CORP., HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., and MORGAN STANLEY DW INC.. Sandra holds Series 63, 65, 7, 9, 10, and SIE licenses. Sandra provides a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/26/2021 - Present
Private Advisor Group, LLC (WILLIAMSVILLE NY)
NY
02/14/2013 - 11/26/2014
CADARET, GRANT & CO., INC. (WILIAMSVILLE NY)
RI
09/20/2007 - 02/19/2013
CCO INVESTMENT SERVICES CORP. (CRANSTON RI)
NY
01/01/2005 - 10/16/2007
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
08/12/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
05/19/1995 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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