Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Burg is an investment advisor representative with Kestra Advisory Services, LLC. Sandra has been in the financial industry since 2012. Sandra is registered in Kansas, Missouri, and Texas. Sandra is licensed to provide investment advisory services and securities trading services to clients. Sandra specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
TX
01/02/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
BOTH
Issued 03/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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