Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Dose is an investment advisor representative with Elevation Advisory Partners LLC, based in Omaha, NE. Sandra has been in the financial industry since 1984. Sandra has a Series 7, Series 3, Series 63, and Series 65 license. Sandra has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Sandra specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Sandra's previous employers include Stifel, Nicolaus & Company, Incorporated, First Union Securities, Inc., and Blunt Ellis & Loewi 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.
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.
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
NE
08/23/2023 - Present
Elevation Advisory Partners LLC (Omaha NE)
NE
11/20/2000 - 01/18/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OMAHA NE)
MO
09/04/1990 - 03/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
12/19/1984 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 06/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sandra Dose is the right advisor for you? Invested Better is here to help.
