Unclaimed
Sandra Buhay is a financial advisor at Fidelity Personal And Workplace Advisors in FARMINGTON, MI. Sandra has been in the financial services industry since June 2005. Sandra is licensed to provide financial advice in the states of Florida and Michigan. She is also registered with the state of Michigan to provide investment advisory services. Sandra has a wide range of experience in the financial services industry, and she is committed to providing her clients with the best possible advice.
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.
1
2
MI
03/18/2024 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
MI
03/23/2023 - 08/15/2023
MORGAN STANLEY (Birmingham MI)
MI
09/26/2018 - 08/15/2023
E*TRADE SECURITIES LLC (Birmingham MI)
MI
02/26/2018 - 09/27/2018
TD AMERITRADE, INC. (NOVI MI)
MI
02/08/2006 - 02/26/2018
SCOTTRADE, INC. (FARMINGTON HILLS MI)
MO
09/14/2004 - 12/05/2005
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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