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Sandra G Wetzel

Kestra Investment Services, LLC

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About Sandra G Wetzel

Sandra Wetzel is a financial advisor with Kestra Investment Services, LLC. Sandra has been in the industry since 2009 and has a Series 7, Series 66, and SIE licenses. She is currently registered with FINRA and the state of New York. Sandra is located in Elmsford, NY.

Firm Information

Sandra Wetzel is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sandra Wetzel’s Registration & Firm History

NY

06/08/2009 - Present

Kestra Investment Services, LLC (Elmsford NY)

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Licenses & Designations

BOTH

Issued 07/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra G Wetzel.
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