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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Juan Uzdavinis is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Sandra has been in the industry for 45 years. She has been registered with Merrill Lynch since February of 2004. Prior to joining Merrill Lynch, Sandra worked at Legg Mason Wood Walker, Incorporated, Cigna Financial Services, Inc., Cigna Financial Advisors, Inc., and Cigna Capital Brokerage, Inc. Sandra holds a Series 65, Series 63, Series 24, SIE, Series 7, and Series 1 licenses. Sandra is registered in 53 states and 2 districts, and has a total of 7 approved registrations. Sandra’s specializations are Retirement Planning, Education Planning, Estate Planning, Insurance Planning, and Long-Term Care Planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
01/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
MD
11/04/2002 - 02/09/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CT
01/08/2002 - 10/04/2002
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
12/16/1998 - 12/21/2001
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
PA
01/29/1992 - 02/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
02/02/1990 - 01/22/1992
CIGNA CAPITAL BROKERAGE, INC.
PA
12/22/1975 - 01/31/1990
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 01/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1975
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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