Unclaimed
Sandra Delores Sights is a financial advisor with J.p. Morgan Securities LLC, based in Lapeer, MI. Sandra has been in the financial industry since April 4, 2016, and has a diverse background in financial services. Prior to joining J.p. Morgan Securities LLC, Sandra worked at INFINEX INVESTMENTS, INC. and ESSEX NATIONAL SECURITIES, LLC. Sandra holds a Series 63 license and has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Sandra specializes in financial planning, pension consulting, and selection of other advisors, and has a proven track record of success in providing portfolio management services for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
05/12/2017 - Present
J.p. Morgan Securities LLC (LAPEER MI)
MI
07/01/2016 - 04/05/2017
INFINEX INVESTMENTS, INC. (Clarkston MI)
CA
02/29/2016 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
BC
Issued 05/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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