Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Newberry is an investment advisor representative registered with Oppenheimer & Co. Inc. and has been in the industry since 2001. Sandra is registered to provide advisory services in 17 states. Sandra previously worked at First Citizens Investor Services, Inc., Wells Fargo Advisors, LLC, Secure Trend Financial, LLC, LINSCO/Private Ledger Corp., and Wachovia Securities, Inc. Sandra specializes in Portfolio Management for Individuals and Businesses, as well as Pension Consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
02/01/2018 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
NC
10/18/2011 - 01/19/2018
FIRST CITIZENS INVESTOR SERVICES, INC. (ASHEVILLE NC)
NC
02/23/2010 - 10/17/2011
WELLS FARGO ADVISORS, LLC (ASHEVILLE NC)
FL
04/25/2007 - 03/27/2009
SECURE TREND FINANCIAL, LLC (TAMPA FL)
NC
11/17/2003 - 05/03/2007
LINSCO/PRIVATE LEDGER CORP. (ASHEVILLE NC)
MO
06/15/2002 - 02/21/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sandra Newberry is the right advisor for you? Invested Better is here to help.
