Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Chater is an investment advisor representative with Wells Fargo Clearing Services, LLC, having joined the firm in November 2016. Sandra is also registered with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Sandra has been working in the financial services industry since April 2012. Sandra holds Series 6, 7, 63, and 66 licenses. Sandra has been providing investment advice to clients for over 10 years. Sandra is committed to providing her clients with personalized financial advice and investment strategies. She specializes in retirement planning, wealth management, and estate planning. Sandra has a strong understanding of the financial markets and a proven track record of success.
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.
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.
Investment consulting services to institutional clients
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
AZ
10/14/2022 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
BOTH
Issued 10/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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