Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Cheryl Field is a financial advisor with over 30 years of experience in the financial services industry. Sandra is a Certified Financial Planner™ and has worked as a financial advisor for Asset Planning, Inc. since 1998. Sandra has held Series 7 and Series 24 registrations. Sandra specializes in portfolio management for individuals and financial planning.
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.
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.
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CA
01/01/2025 - Present
Asset Planning, Inc. (CYPRESS CA)
CA
02/23/2001 - 08/11/2003
FINANCIAL TELESIS INC (SAN RAFAEL CA)
NY
03/09/1998 - 01/02/2001
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
CA
10/23/1985 - 05/08/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 06/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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