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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 Morin is a financial advisor with Cetera Investment Advisers LLC, based in Bradley, ME. Sandra Morin has been in the financial industry since 2003. Sandra Morin is registered as an Investment Advisor Representative (IAR) with the state of Maine and is also registered with FINRA. Sandra Morin has passed the Series 6, Series 63, Series 65, and SIE exams. Sandra Morin is an Enrolled Agent and has several other business interests. Cetera Investment Advisers LLC is a large financial advisory firm that manages over $100 billion in assets. The firm provides financial planning, portfolio management, and other advisory services to individual and institutional clients.
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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ME
09/27/2005 - Present
Cetera Investment Advisers LLC (BRADLEY ME)
IA
Issued 09/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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