Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Dean Henry is a financial advisor with over 16 years of experience in the financial services industry. Sandra currently works for Wells Fargo Advisors Financial Network, LLC and is registered to provide investment advice in 20 states. Sandra has earned the Series 7, Series 9, Series 10 and Series 66 licenses and is a North Carolina Notary Public. Sandra’s previous employment history includes Morgan Stanley and Morgan Stanley & Co. Incorporated.
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.
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2
NC
04/11/2019 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
06/01/2009 - 05/02/2013
MORGAN STANLEY (WILMINGTON NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WILMINGTON NC)
NC
01/05/2007 - 04/02/2007
MORGAN STANLEY DW INC. (WILMINGTON NC)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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