Unclaimed
Sandra Johnson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Sandra has over 20 years of experience in the financial services industry. She is registered with FINRA and the state of Ohio. Sandra specializes in providing financial planning and investment advice to individuals, families, and businesses. Sandra has a strong track record of helping her clients achieve their financial goals.
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
AZ
08/02/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/09/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/09/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/23/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
09/23/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/23/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
OH
03/03/2014 - 03/18/2019
AXA ADVISORS, LLC (CINCINNATI OH)
FL
08/28/2007 - 04/17/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/17/2007 - 08/24/2007
COMMONWEALTH CAPITAL SECURITIES CORP. (CLEARWATER FL)
FL
04/03/2006 - 06/14/2007
COMMONWEALTH CAPITAL SECURITIES CORP. (CLEARWATER FL)
AZ
09/11/2003 - 03/15/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
04/24/2002 - 09/12/2003
NFP SECURITIES, INC. (AUSTIN TX)
FL
11/06/2001 - 03/28/2002
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
CT
10/05/1999 - 03/30/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
KS
11/20/1998 - 03/31/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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