Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Mew-mcroberts is a financial professional with over 40 years of experience in the industry. Sandra is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Sandra is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 24, 63 and SIE licenses. Sandra has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sandra is dedicated to helping 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.
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
HI
12/13/2013 - Present
Osaic Wealth, Inc. (KAILUA HI)
GA
07/10/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
01/03/1994 - 07/20/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
08/25/1989 - 12/31/1993
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
06/18/1987 - 08/25/1989
PFG SECURITIES, INC.
NA
09/12/1984 - 06/30/1987
AMERICAN PACIFIC SECURITIES CORPORATION
NA
11/29/1982 - 09/24/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 11/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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