Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Shotwell-cain is a financial advisor with over 30 years of experience in the industry. Sandra is registered with JAG Capital Management LLC and has a Series 65, Series 63, and Series 24 license. Sandra has experience working with a variety of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Sandra specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
MO
03/18/2013 - Present
JAG Capital Management LLC (ST. LOUIS MO)
MO
06/06/2003 - 03/03/2021
J.A. GLYNN INVESTMENTS, LLC. (ST LOUIS MO)
IL
01/18/1995 - 05/05/2003
CBIS FINANCIAL SERVICES, INC. (CHICAGO IL)
MO
06/05/1991 - 11/23/1994
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
08/23/1988 - 09/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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