Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Cullen is a financial advisor with over 20 years of experience in the industry. Sandra is currently registered with TIAA-CREF Individual & Institutional Services, LLC in both Massachusetts and Connecticut. Sandra specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Previously, Sandra has held positions at a number of other firms including BankBoston Investor Services, Inc., Quick & Reilly, Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. Sandra holds Series 6, 7, 24, 63, and 65 securities licenses. In addition to Sandra's financial advisor responsibilities, Sandra serves on the Board of Directors for the Norfolk Library Associates.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MA
10/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
MA
08/29/2008 - 11/23/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
MA
10/20/2004 - 07/29/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
NY
09/05/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/23/1999 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 07/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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