Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Gay Kane is a financial professional with over 10 years of experience in the industry. She has held various roles at prominent financial institutions, including BB&T Securities, LLC and SunTrust Investment Services, Inc. Sandra is currently registered with Truist Advisory Services, Inc., a firm that provides comprehensive financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and non-profits. Her primary focus is on providing personalized advice and guidance to help her clients reach 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
11/02/2016 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
TN
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (BRENTWOOD TN)
TN
04/09/2010 - 12/13/2013
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
IA
Issued 11/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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