Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Grinspan is a financial advisor currently registered with Cetera Investment Advisers LLC. Sandra has been working in the financial industry since May 15, 1991. Sandra holds Series 6, 7, 24, 52, 53, 63, 65, 99 and SIE licenses and is registered in 23 states, including New York, California, Pennsylvania, and Florida. In addition to Cetera Investment Advisers LLC, Sandra has previously worked for North Ridge Securities Corp., Hornor, Townsend & Kent, Inc. and The Dreyfus Service Corporation. Sandra is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
02/11/1998 - 02/04/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
PA
01/07/1997 - 02/14/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
03/25/1994 - 01/13/1997
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
08/15/1989 - 06/23/1992
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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