Unclaimed
Sandra Baranowski is a financial advisor with Cambridge Investment Research Advisors, Inc. She is a Certified Financial Planner and has been in the industry since 1998. Sandra has a Series 6, 7, and 63 licenses. Sandra has worked with a variety of clients, including individuals, families, and businesses. She provides financial planning, investment management, and retirement planning services. Sandra has experience working with clients in Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Kentucky, Maine, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, Vermont, Washington, and West Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Manchester CT)
CT
05/27/1998 - 12/03/2012
H.D. VEST INVESTMENT SERVICES (MANCHESTER CT)
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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