Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Kay Whitehead is an investment advisor representative with Cambridge Investment Research Advisors, Inc. She is a registered representative in the state of Nebraska and South Dakota, and is also a registered investment advisor representative in Texas. She has been in the industry since October 1, 2001, and has experience working with both individuals and businesses. Sandra's expertise includes financial planning, pension consulting, and portfolio management. She is also a registered independent insurance agent. She is currently affiliated with Cambridge Investment Research Advisors, Inc. and has previously worked with Princor Financial Services Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
09/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (OMAHA NE)
NE
09/04/2001 - 05/04/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Grand Island NE)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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