Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Engstrom is an active investment advisor representative with Cetera Investment Advisers LLC. Sandra has been in the industry since 1996 and has experience with a wide range of financial services, including financial planning, portfolio management, and fixed insurance sales. Sandra holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and SIE. Sandra has a strong track record of success in providing personalized financial advice to a diverse clientele. She is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
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.
1
2
CA
06/11/2024 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
AZ
12/24/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Mesa AZ)
FL
12/12/2006 - 12/28/2015
PRUCO SECURITIES, LLC. (LADY LAKE FL)
FL
07/16/2004 - 12/05/2006
IRONSTONE SECURITIES, INC. (NAPLES FL)
NC
06/04/2003 - 09/21/2004
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NY
09/22/1997 - 06/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
08/26/1996 - 08/28/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
Not sure Sandra Engstrom is the right advisor for you? Invested Better is here to help.
