Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Halliburton is a financial advisor with L.m. Kohn & Co., having joined in July 2009. Sandra has been in the industry since June 2005 and holds licenses to conduct business in Kentucky, Indiana, Illinois, Michigan, Mississippi, Missouri, New York, Ohio, Texas, Florida and California. Sandra has also passed exams in Series 6, Series 63 and SIE. Sandra’s previous experience includes working at AXA Advisors, LLC and Sunset Financial Services, Inc. In addition to her work at L.m. Kohn & Co. Sandra is also President of Green & Halliburton, Inc. which provides employee benefits.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
03/31/2017 - Present
L.m. Kohn & Co. (CINCINNATI OH)
KY
06/15/2007 - 07/13/2009
AXA ADVISORS, LLC (LOUISVILLE KY)
KY
06/07/2005 - 06/14/2007
SUNSET FINANCIAL SERVICES, INC. (LOUISVILLE KY)
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Halliburton is the right advisor for you? Invested Better is here to help.
