Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Handler has been in the financial services industry since October 4, 1993. Sandra is a registered representative of Park Avenue Securities LLC and is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Sandra is a Chartered Financial Consultant and has passed the Series 6, 7, 63, and 65 exams. Sandra holds licenses in Colorado, Florida, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, and Pennsylvania. Sandra's clients include individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and captive insurance companies. Sandra offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/08/2011 - Present
Park Avenue Securities LLC (Newburgh NY)
NY
10/05/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 02/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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