Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Centa is a financial professional with over 20 years of experience in the industry. Sandra holds Series 7, 63, 79 and SIE licenses and is registered in all 50 states. Sandra is currently employed by HSBC Securities (USA) Inc. and previously worked at TRUIST SECURITIES, INC. and BB&T SECURITIES, LLC. Sandra has a strong track record of providing investment advice and financial planning services to individual investors. Sandra has a designation of a Chartered Financial Analyst.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
10/26/2022 - Present
Hsbc Securities (usa) Inc. (WESTLAKE OH)
GA
07/01/2020 - 11/12/2020
TRUIST SECURITIES, INC. (ATLANTA GA)
VA
07/15/2019 - 07/01/2020
BB&T SECURITIES, LLC (RICHMOND VA)
NY
09/01/2014 - 11/12/2015
STROM FINANCIAL PARTNERS, INC. (NEW YORK NY)
OH
01/26/2010 - 11/15/2012
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
08/03/2001 - 02/20/2008
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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