Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Gordon is a financial advisor with Morgan Stanley. Sandra has been in the financial services industry since 2012. She is registered with the state of California and Texas and is licensed to sell securities and investment advisory products. Sandra has a Series 7 and Series 66 license. She is also registered with the Financial Industry Regulatory Authority (FINRA). Sandra currently works in the San Diego, CA office of Morgan Stanley. Prior to joining Morgan Stanley, Sandra worked at Edward Jones in Carlsbad, CA. Sandra provides investment advice to a range of clients, including individuals, families, businesses, and institutions. She specializes in financial planning, retirement planning, and investment management. Sandra is committed to providing her clients with personalized service and helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/19/2020 - Present
Wealthpenn.comllc (San Diego CA)
CA
12/21/2012 - 06/25/2014
EDWARD JONES (CARLSBAD CA)
BOTH
Issued 1/8/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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