Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Newell is an investment advisor representative at Cetera Investment Advisers LLC. She has been in the financial services industry since February 7, 2010. She holds Series 63, 65, 7, and 24 securities licenses. She is registered with the state of Washington, and is also registered in 19 other states. She has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice. She specializes in providing financial planning, portfolio management, and pension consulting services to both businesses and individuals.
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.
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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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (EVERETT WA)
WA
02/08/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MOUNTLAKE TERRACE WA)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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