Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Patricia Anderson is a financial advisor with over 28 years of experience in the financial services industry. Sandra currently holds a Series 7 and Series 63 license, as well as the SIE exam. She is currently registered with Wealthpenn.comllc as a Registered Representative in Florida and Texas and an Investment Advisor Representative in Florida. Sandra has previously held positions at UBS Financial Services Inc., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Sandra has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/08/2023 - Present
Wealthpenn.comllc (CORAL SPRINGS FL)
FL
09/11/2013 - 09/19/2023
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
06/01/2009 - 09/16/2013
MORGAN STANLEY (CORAL SPRINGS FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CORAL SPRINGS FL)
FL
06/01/1995 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
BC
Issued 3/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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