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 a financial advisor who has been in the industry since 1996. She is currently registered with Cetera Investment Advisers LLC. Sandra has a variety of experience in the financial industry, having worked with various firms including Securian Financial Services, Inc., PRUCO SECURITIES, LLC, and Morgan Stanley DW Inc. Sandra holds the Series 7, Series 63, Series 65, and SIE licenses. She specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Sandra is also registered to provide investment advisory services in Arizona, Florida, and Texas.
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.
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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 10/2/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 7/3/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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