Unclaimed
Sandra Evans is a financial advisor with Frost Brokerage Services, Inc. based in San Antonio, Texas. Sandra has been working in the financial services industry since 2003. Sandra has a Series 6, Series 63, and Series 6TO licenses. Sandra has previously worked at J.P. Morgan Securities LLC and BANC OF AMERICA INVESTMENT SERVICES, INC.
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.
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.
1
2
TX
08/17/2022 - Present
Frost Brokerage Services, Inc. (SAN ANTONIO TX)
TX
06/13/2019 - 08/18/2022
J.P. MORGAN SECURITIES LLC (FORNEY TX)
TX
09/23/2013 - 03/19/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
08/11/2005 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORNEY TX)
IL
09/19/2003 - 12/12/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 09/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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