Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra D'angelo is a financial advisor with over 25 years of experience in the financial services industry. Sandra has worked with clients in Colorado and Texas providing financial advice and investment management. Sandra is currently registered with D.A. Davidson & Co. Sandra previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Command Financial Planning, Inc. Sandra holds Series 3, 7, 31, 63, 65, and 66 licenses, and the Securities Industry Essentials Examination.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
02/25/2019 - Present
D.a. Davidson & Co. (COLORADO SPRINGS CO)
CO
08/31/2007 - 04/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
NA
06/08/2006 - 05/07/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (SUFFOLK ENGLAND )
NY
05/16/2000 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/1994 - 11/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Sandra D'angelo is the right advisor for you? Invested Better is here to help.
