Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Dee Hildebrand is a financial advisor with Ameriprise Financial Services, LLC. Sandra has been in the industry for 27 years and is registered with the state of Florida and Texas. Sandra specializes in retirement planning, college savings, and estate planning. Sandra has a diverse client base and specializes in working with individuals, families, and businesses. Sandra is committed to providing her clients with personalized financial advice and guidance. Sandra has previously been registered with TRIAD ADVISORS LLC, LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., and ESSEX NATIONAL SECURITIES, INC.
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.
Asset allocation 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.
1
2
FL
11/04/2019 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
MD
11/12/2013 - 03/06/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
10/14/2008 - 11/21/2013
LPL FINANCIAL LLC (LUTHERVILLE MD)
MD
05/29/2003 - 09/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
CA
01/29/2001 - 05/15/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
08/17/1995 - 11/09/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 07/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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