Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Copic is a financial advisor with Principal Asset Management. Sandra has been in the financial industry since 1993. Sandra has a wide range of experience, having worked for several firms including Principal Funds Distributor, Inc., Principal Securities, Inc., Everen Securities, Inc., Principal Financial Securities, Inc., Smith Barney Inc., and Lehman Brothers Inc. Sandra holds the Series 7, 24, 63, and 66 licenses. Sandra is registered in Iowa and is currently working with Principal Asset Management in The Villages, Florida.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
FL
06/14/2023 - Present
Principal Asset Management (The Villages FL)
IA
03/06/2009 - 01/20/2017
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
06/30/1998 - 01/20/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
MO
05/11/1998 - 06/25/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
10/23/1996 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
07/31/1993 - 10/30/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
01/28/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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