Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lawter-otoole is a financial advisor who has been in the industry for over 23 years. Sandra is registered with Principal Securities, Inc. and has been with the firm since 2011. Sandra has experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Sandra is also a Certified Financial Planner. In addition to Sandra's work with Principal Securities, Sandra is also the Vice President of BLOKAMP, LLC, a non-investment related business.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
DE
12/19/2011 - Present
Principal Securities, Inc. (DOVER DE)
DE
12/22/2010 - 11/17/2011
KMS FINANCIAL SERVICES, INC. (DOVER DE)
DE
02/06/2008 - 12/22/2010
USA FINANCIAL SECURITIES CORPORATION (DOVER DE)
DE
08/30/2007 - 02/05/2008
USA ADVANCED PLANNERS INC. (DOVER DE)
DE
08/19/2004 - 07/31/2007
ING FINANCIAL PARTNERS, INC. (DOVER DE)
MN
07/26/1999 - 06/30/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 12/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Lawter-otoole is the right advisor for you? Invested Better is here to help.
