Unclaimed
Sandra Dittus is a financial professional with over 11 years of experience in the industry. Sandra is registered with Principal Securities, Inc. and is licensed to provide investment advice in Tennessee and Georgia. Sandra has a diverse background with prior experience at Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. She has also held roles at Pinnacle Financial Partners, True North Advisors, Robert Half, and Barnett & Company Inc.. Sandra is a Certified Financial Planner and a Personal Financial Specialist. She is also a member of the Investment Committee for the Jewish Federation of Greater Chattanooga and the Endowment Committee for Mizpah Congregation. Sandra's expertise spans financial planning, portfolio management, pension consulting, and educational seminars. She is committed to providing personalized financial solutions to help clients achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TN
07/06/2023 - Present
Principal Securities, Inc. (Chattanooga TN)
TN
01/26/2023 - 07/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
10/25/2011 - 04/22/2015
RAYMOND JAMES & ASSOCIATES, INC. (CHATTANOOGA TN)
BC
Issued 02/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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