Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Gilpatrick is a financial advisor with LPL Financial LLC. She is a Certified Financial Planner with more than 25 years of experience in the financial services industry. Sandra's practice is focused on providing financial advice to individuals and families, corporations, and charitable organizations. She offers a range of financial planning services including retirement planning, investment management, and estate planning. Sandra has a strong track record of helping her clients achieve 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/17/2021 - Present
LPL Financial LLC (BOSTON MA)
MA
06/01/2009 - 01/14/2013
MORGAN STANLEY (BOSTON MA)
MA
08/02/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
10/12/1999 - 06/14/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CT
08/04/1998 - 10/14/1999
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
04/25/1996 - 07/17/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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