Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Gayle Thompkins is a financial advisor with Cuso Financial Services, LP. Sandra has been in the financial industry since November 1985. She currently holds licenses in Arizona and California. Her previous firms include LPL Financial LLC and Securities Service Network, Inc. Sandra has a strong background in financial planning and portfolio management. She is dedicated to helping 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.
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.
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
CA
01/02/2020 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
AZ
01/30/2009 - 12/31/2019
LPL FINANCIAL LLC (TUCSON AZ)
AZ
03/23/1998 - 02/02/2009
SECURITIES SERVICE NETWORK, INC. (TUCSON AZ)
NE
05/11/1992 - 04/20/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1985 - 06/02/1992
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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