Unclaimed
Sandra Gail Bocchimuzzo is a financial professional with over 20 years of experience in the industry. Sandra has been registered with Osaic Institutions, Inc. since 2016, and has previously held positions with Essex National Securities, LLC and HSBC Securities (USA) Inc. Sandra has a strong background in financial planning, portfolio management, and investment 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.
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.
Solicitation services for other advisers
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.
1
2
NY
07/01/2016 - Present
Osaic Institutions, Inc. (CAIRO NY)
NY
07/08/2005 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (CAIRO NY)
NY
01/01/2005 - 05/13/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
04/27/1999 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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