Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Loewen is a financial advisor with Avior Wealth Management, LLC. Sandra Loewen has a series 65 license and is registered with the state of California. She is a Certified Financial Planner and has experience working with individuals, corporations, and other businesses. Sandra Loewen has been in the industry since 2009. Sandra Loewen specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
07/08/2022 - Present
Avior Wealth Management, LLC (OMAHA NE)
IA
Issued 12/20/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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