Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Drennon is an investment advisor representative with Capstone Investment Group, licensed to provide financial advice and insurance solutions. Sandra has over 30 years of experience in the industry and is committed to helping clients achieve their financial goals. Sandra holds Series 6, 7, 63, 65, 99 licenses and has a strong understanding of investment products and strategies. Sandra is dedicated to providing personalized service and guidance to clients, helping them build a solid financial foundation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WA
03/23/2012 - Present
Capstone Investment Group (OLYMPIA WA)
WA
01/12/2016 - 02/22/2023
PRIVATE CLIENT SERVICES, LLC (Olympia WA)
WA
02/28/2012 - 01/06/2016
CETERA ADVISORS LLC (OLYMPIA WA)
WA
05/05/2008 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (OLYMPIA WA)
WA
10/01/2004 - 05/12/2008
FIRST MONTAUK SECURITIES CORP. (DUPONT WA)
CA
02/12/2002 - 10/04/2004
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
MN
03/24/1997 - 02/15/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
08/28/1991 - 03/19/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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