Unclaimed
Sandra Elaine Miller-mcmichael is a financial advisor at LPL Financial LLC, located in Carmel, IN. Sandra has been in the financial services industry since February 1994 and has a wide range of experience in the field. She has held previous positions at Cambridge Investment Research, Inc. in Carmel, IN, Charles Schwab & Co., Inc. in Indianapolis, IN, and Edward D. Jones & Co., L.P. in St. Louis, MO. Sandra is a licensed Series 63, Series 10, Series 9, Series 8, and Series 7 representative and holds the SIE designation. She is also a registered representative in the state of Indiana. Sandra is committed to providing her clients with personalized financial advice and guidance to help them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
IN
10/09/2023 - Present
LPL Financial LLC (CARMEL IN)
IN
03/22/2011 - 10/30/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Carmel IN)
IN
04/26/1995 - 12/08/2010
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
MO
10/11/1993 - 03/21/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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