Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Ann Heaney is an active financial professional with over 30 years of experience in the industry. Sandra is registered with Northwestern Mutual Investment Services, LLC and holds Series 6, Series 22, and Series 63 licenses. Sandra also passed the Securities Industry Essentials Examination in 2018. Sandra’s previous experience includes working for NYLIFE SECURITIES INC. from 1990 to 1991. Sandra is registered in Ohio and Illinois and is currently located in Beavercreek, OH at the Northwestern Mutual Investment Services, LLC office.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
08/19/2014 - Present
Northwestern Mutual Investment Services, LLC (Beavercreek OH)
NA
01/23/1990 - 03/11/1991
NYLIFE SECURITIES INC.
BC
Issued 11/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/1990
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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