Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Haidao is a financial advisor with Wells Fargo Clearing Services, LLC. Sandra has been in the industry for 6 years and is registered with the state of California. Sandra is currently located in Irvine, CA. She offers a range of investment services to individuals, businesses, and institutions. Sandra is also a registered investment advisor, which means she can provide advice on a variety of financial products and services. Sandra has a strong understanding of the financial markets and is committed 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.
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.
Investment consulting services to institutional clients
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
CA
09/01/2024 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
07/05/2018 - 03/17/2021
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
CA
10/23/2017 - 07/06/2018
FARMERS FINANCIAL SOLUTIONS, LLC (SAN DIEGO CA)
CA
06/28/2016 - 04/25/2017
UNIONBANC INVESTMENT SERVICES, LLC (EL CAJON CA)
BOTH
Issued 08/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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