Unclaimed
Sandra Dominga Partida is a financial advisor registered with Park Avenue Securities LLC, with over 4 years of experience in the industry. Sandra's areas of expertise include helping individuals, high-net-worth individuals, and businesses with financial planning, investment management, and retirement planning. She is licensed in the state of California. Sandra's professional history includes a previous role with Northwestern Mutual Investment Services, LLC.
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.
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.
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2
CA
12/14/2023 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
CA
07/30/2019 - 12/18/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HLS CA)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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