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 Sambito is an investment advisor representative who has been in the financial industry since June 4, 2001. Sandra is currently registered with Fidelity Personal AND Workplace Advisors, a large firm with over $818 billion in assets under management. Sandra holds licenses in several states, including Florida and Texas. Sandra has a broad range of experience in the financial industry, including working with Wells Fargo Advisors and Allstate Financial Services, LLC. Sandra is also registered as an investment advisor representative in several states, including Florida and Texas.
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.
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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2
FL
05/16/2019 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
08/29/2017 - 03/15/2019
ALLSTATE FINANCIAL SERVICES, LLC (Jacksonville FL)
FL
03/31/2016 - 09/06/2017
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
01/08/2007 - 04/05/2016
SUNTRUST INVESTMENT SERVICES, INC. (AMELIA ISLAND FL)
CA
02/17/2003 - 01/05/2007
UNIONBANC INVESTMENT SERVICES, LLC (ROLLING HILLS ESTATE CA)
NY
06/22/2000 - 02/28/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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