Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra J. Curlee is a registered representative with LPL Financial LLC. Sandra has been in the securities industry since 2005. Sandra is registered with the following securities authorities: Florida, Georgia, Kansas, Maryland, Michigan, New Jersey, North Carolina, Pennsylvania, and South Carolina. Sandra has a Series 6, Series 63, and Series 65 license. Sandra is a licensed investment advisor representative in Pennsylvania. Sandra has previously worked for INVEST FINANCIAL CORPORATION and MML INVESTORS SERVICES, INC..
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.
1
2
PA
02/14/2018 - Present
LPL Financial LLC (LEMOYNE PA)
PA
01/17/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (LEMOYNE PA)
PA
07/11/2005 - 01/18/2008
MML INVESTORS SERVICES, INC. (CAMP HILL PA)
IA
Issued 04/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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