Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Healey is a financial advisor at SVB Wealth, a firm based in Boston, Massachusetts. Sandra has been a financial advisor since 2009. She is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Sandra specializes in providing financial planning, investment management, and wealth management services to individuals, families, and businesses. Sandra has extensive experience in helping clients achieve their financial goals. She is committed to providing personalized advice and guidance to her clients.
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.
Planned giving, family office, wealth planning
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
MA
08/01/2022 - Present
SVB Wealth (Boston MA)
MA
04/13/2022 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Newton MA)
MA
11/11/2019 - 03/29/2022
MORGAN STANLEY (Norwell MA)
MA
06/05/2018 - 10/21/2019
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
02/08/2016 - 06/06/2018
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
02/13/2013 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
05/29/2012 - 02/13/2013
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
09/22/2009 - 05/25/2012
RBC CAPITAL MARKETS, LLC (BOSTON MA)
FL
04/27/2009 - 07/06/2009
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
10/16/2008 - 03/17/2009
STANFORD GROUP COMPANY (BOCA RATON FL)
BOTH
Issued 12/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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