Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Propst is a financial advisor in Palm Beach Gardens, FL with over 19 years of experience in the financial services industry. Sandra is registered with Money Concepts Capital Corp. and is a licensed broker in Texas. Sandra has experience working with high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Sandra's services include general consulting services, financial planning, and portfolio management for businesses and individuals. Sandra provides advisory services based on fixed fees, hourly charges, and a percentage of assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/28/2012 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TX
08/11/2010 - 02/10/2011
GREAT NATION INVESTMENT CORPORATION (EDINBURG TX)
TX
06/16/2006 - 08/06/2010
UNITED EQUITY SECURITIES, LLC (MCALLEN TX)
AL
09/16/2005 - 05/22/2006
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
CO
02/25/2002 - 07/05/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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