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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Ann Bailey is an investment advisor representative with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Sandra has been in the industry since 2004 and is registered to provide investment advice in 14 states including Alabama, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Vermont and Maine. Sandra has Series 6, 7, 63 and 66 securities licenses. She provides financial planning and investment advice for individuals, businesses and retirement plans. Prior to joining Cetera Investment Advisers LLC, Sandra worked for TD Wealth Management Services Inc. and BancNorth Investment Group, Inc.
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.
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.
1
2
ME
01/21/2014 - Present
Cetera Investment Advisers LLC (SOUTH PORTLAND ME)
ME
11/17/2009 - 02/18/2010
TD WEALTH MANAGEMENT SERVICES INC. (SOUTH PORTLAND ME)
ME
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)
MN
02/20/2004 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 6/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 2/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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