Unclaimed
Sandra Lashmit is a financial advisor with Janney Montgomery Scott LLC. Sandra has over 30 years of experience in the financial services industry. Sandra is a registered representative and investment advisor representative. Sandra holds Series 7, Series 63 and Series 65 securities licenses. Sandra has previously worked for Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, Northern Trust Securities, Inc., Oppenheimer & Co. Inc., Stanford Group Company, and Advest, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
10/26/2016 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
FL
12/01/2011 - 09/30/2015
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
03/23/2011 - 11/17/2011
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
04/06/2010 - 03/17/2011
NORTHERN TRUST SECURITIES, INC. (BOCA RATON FL)
FL
03/20/2009 - 03/26/2010
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
10/10/2007 - 03/17/2009
STANFORD GROUP COMPANY (BOCA RATON FL)
FL
01/13/1999 - 07/17/2006
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
CT
06/25/1996 - 02/05/1999
ADVEST, INC. (HARTFORD CT)
FL
09/28/1994 - 07/02/1996
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
02/23/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
06/16/1992 - 02/22/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
CA
10/27/1991 - 06/24/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
11/17/1989 - 01/30/1990
GLOBAL CAPITAL SECURITIES, INC.
AZ
11/19/1989 - 12/05/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/22/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/06/1989 - 03/28/1989
HANIFEN, IMHOFF SECURITIES CORP.
NA
10/19/1988 - 01/18/1989
GRAYSTONE NASH, INC.
IA
Issued 09/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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