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Sandra Jean Rolon

Latitude Advisors, LLC

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About Sandra Jean Rolon

Sandra Rolon is a registered investment advisor representative with Latitude Advisors, LLC. Sandra has been in the industry since 2002. Sandra holds a Series 6, Series 63 and Series 65 license. Sandra has previously worked at GWN SECURITIES INC. and MEDALLION INVESTMENT SERVICES, INC. Sandra's areas of expertise include Financial Planning, Pension Consulting, and Selection of Other Advisers. Sandra's firm, Latitude Advisors, LLC, specializes in providing investment advice to individuals, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Sandra Rolon is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Sandra Rolon’s Registration & Firm History

FL

11/20/2009 - Present

Latitude Advisors, LLC (MIRAMAR FL)

FL

11/02/2009 - 10/30/2013

GWN SECURITIES INC. (MIRAMAR FL)

FL

02/14/2003 - 11/16/2009

MEDALLION INVESTMENT SERVICES, INC. (MIRAMAR FL)

AZ

07/02/2002 - 02/18/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 09/17/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/07/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Jean Rolon.
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