Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lezcano is a financial advisor at Wells Fargo Clearing Services, LLC. She has been in the financial industry since 1994, and is registered with the state of Florida as a broker-dealer and investment advisor. Lezcano is also registered as an investment advisor representative in Texas. She is a member of the Financial Industry Regulatory Authority (FINRA) and has held Series 7, 63, and 65 licenses, as well as the SIE exam. Lezcano specializes in providing financial advice and portfolio management services to individuals, businesses, and institutional clients. Her previous employers include Stanford Group Company and Prudential Securities Incorporated. Lezcano's experience and credentials make her a valuable resource for clients seeking financial advice.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/07/2003 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
TX
01/07/2002 - 02/06/2003
STANFORD GROUP COMPANY (HOUSTON TX)
NY
08/17/1993 - 01/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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