Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Minardi is an Investment Advisor Representative with Gradient Advisors, LLC. Sandra has been in the industry since 2015 and has a Series 65 license. Sandra is registered in Oklahoma and Texas. Gradient Advisors, LLC has approximately 2,706 clients and manages over $207 million in assets. The firm provides financial planning and portfolio management services for individuals, businesses, and pension plans.
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.
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.
Referral fees
1
2
OK
01/06/2025 - Present
Gradient Advisors, LLC (Grove OK)
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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