Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Cerqueira is a financial advisor who has been in the industry since February 15, 2006. Sandra is currently registered with LPL Financial LLC in Connecticut and Texas. Sandra has previously worked with other firms including UVEST Financial Services Group, Inc., NewAlliance Investments, Inc., TD Wealth Management Services Inc., BancNorth Investment Group, Inc., and UBS Financial Services Inc. Sandra offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Sandra also provides educational seminars and consulting services to her 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.
Consulting and other non-discretionary advisory services
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.
1
2
CT
04/18/2016 - Present
LPL Financial LLC (SHARON CT)
CT
04/15/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (DANBURY CT)
CT
11/23/2009 - 04/06/2010
NEWALLIANCE INVESTMENTS, INC. (STAMFORD CT)
CT
11/17/2009 - 11/18/2009
TD WEALTH MANAGEMENT SERVICES INC. (WATERBURY CT)
CT
09/05/2007 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (WATERBURY CT)
CT
11/11/2005 - 06/11/2007
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 11/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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