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. Varney is a financial professional with over 20 years of experience in the industry. Sandra is currently registered with J.p. Morgan Securities LLC and has been with them since October 2012. Prior to that, Sandra worked at CHASE INVESTMENT SERVICES CORP., CAPITAL FINANCIAL SERVICES, INC. and MAGELLAN SECURITIES INC. Sandra holds Series 6, 7, and 63 licenses as well as the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
MI
10/01/2012 - Present
J.p. Morgan Securities LLC (TROY MI)
MI
02/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WASHINGTON TOWNSHIP MI)
MI
11/24/2004 - 03/15/2007
CAPITAL FINANCIAL SERVICES, INC. (LEXINGTON MI)
MI
12/04/2002 - 11/24/2004
MAGELLAN SECURITIES INC (HARPER WOODS MI)
IL
07/23/1999 - 05/07/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 03/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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