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 Mickelborough is an investment advisor representative with Cuso Financial Services, LP. Sandra has been active in the financial services industry since September 2023 and holds the Series 63, Series 65, and Series 6TO licenses. Sandra is registered to conduct business in Alabama, Florida, Georgia, Maryland, North Carolina, Ohio, Tennessee, Texas, and Virginia. Sandra works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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VA
08/19/2024 - Present
Cuso Financial Services, LP (YORKTOWN VA)
IA
Issued 08/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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