Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Deangelis is a financial advisor with over 30 years of experience in the industry. Sandra is currently registered with LPL Financial LLC, where she provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Sandra has a strong track record of success in helping individuals and families 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.
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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DC
06/18/2024 - Present
LPL Financial LLC (WASHINGTON DC)
DC
10/21/2011 - 06/25/2024
MORGAN STANLEY (Washington DC)
DC
01/28/1995 - 10/31/2011
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
05/01/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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