Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Colvin is a financial advisor with Equity Services, Inc. with over 30 years of experience in the financial services industry. Sandra has been with Equity Services, Inc. since 1999 and has a strong background in providing financial advice to individuals, businesses, and charitable organizations. Her expertise includes financial planning, portfolio management, and retirement planning. Sandra holds Series 6, 7, 24, 53, and 63 securities licenses, as well as a Series 65 investment advisor license.
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.
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.
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2
VT
11/23/1999 - Present
Equity Services, Inc. (MONTPELIER VT)
CT
08/30/1993 - 11/16/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
11/08/1991 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 12/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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