Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Larson is a financial advisor with LPL Financial LLC, a firm with a focus on providing financial planning, investment management, and retirement planning services. Sandra has been a registered representative for over 17 years, beginning her career with Edward Jones in 2003. She has held several positions in the financial services industry, including working with Sagepoint Financial, Inc. Sandra is currently licensed to provide financial advice in Arizona, Arkansas, California, Colorado, Florida, Minnesota, Missouri, and Wisconsin.
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.
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2
MN
01/02/2020 - Present
LPL Financial LLC (EDINA MN)
MN
04/12/2012 - 01/08/2020
SAGEPOINT FINANCIAL, INC. (EDINA MN)
MN
08/26/2003 - 03/29/2012
EDWARD JONES (MINNEAPOLIS MN)
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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