Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Dewall is a financial advisor at LPL Financial LLC. Sandra has been in the financial industry since April 7, 1998. Sandra has been with LPL Financial LLC since April 11, 2019. Sandra has a Series 6, Series 7 and Series 63 license. Prior to joining LPL Financial LLC, Sandra was with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., and Morgan Keegan & Company, Inc.
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.
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.
Consulting and other non-discretionary advisory services
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
IL
04/11/2019 - Present
LPL Financial LLC (WOOD RIVER IL)
IL
04/29/2013 - 03/29/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHALTO IL)
IL
02/13/2013 - 04/29/2013
RAYMOND JAMES & ASSOCIATES, INC. (O'FALLON IL)
IL
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (O'FALLON IL)
TN
12/21/1999 - 08/03/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
03/09/1998 - 12/02/1999
MAGNA INVESTMENTS (ST. LOUIS MO)
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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