Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Bailey is a financial professional with over 15 years of experience in the financial services industry. Sandra is currently registered with Charles Schwab & CO., Inc. in Texas, and holds FINRA Series 66, 7 and SIE licenses. She previously worked with 1ST GLOBAL CAPITAL CORP. in Greenville, Texas. Sandra is an active member of the financial industry, having worked with clients of diverse needs throughout her career.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/14/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
10/06/2016 - 08/11/2022
CHARLES SCHWAB & CO., INC. (Greenville TX)
TX
10/20/2006 - 09/30/2016
1ST GLOBAL CAPITAL CORP. (GREENVILLE TX)
BOTH
Issued 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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