Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Monical is an investment advisor representative at Creativeone Securities, LLC. Sandra has been in the industry since 1992 and has experience working with individual and high-net-worth clients. Sandra is registered in several states and holds various licenses including Series 7, 24, 51, 53, 63, 65, and 66. Sandra also holds the SIE and Series 99TO designations. Sandra specializes in financial planning and portfolio management for individual and high-net-worth clients.
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
KS
01/06/2025 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
KS
02/16/2007 - 04/01/2011
BROKER DEALER FINANCIAL SERVICES CORP. (LEAWOOD KS)
KS
11/30/2010 - 11/30/2010
CLIENT ONE SECURITIES, LLC (OVERLAND PARK KS)
KS
10/01/1999 - 03/01/2007
SII INVESTMENTS, INC. (OVERLAND PARK KS)
WI
07/21/1994 - 10/04/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
KS
07/15/1992 - 07/14/1994
OFG FINANCIAL SERVICES, INC. (TOPEKA KS)
BOTH
Issued 01/05/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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