Unclaimed
Sandra Lea Kropacek is an investment advisor representative who has been working in the financial industry since 2003. Sandra is currently registered with THE Huntington Investment Co. and is licensed to provide investment advice in Minnesota. Sandra has previously worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC in Minnesota. Sandra holds the Series 66, Series 7, and SIE licenses. Sandra provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/25/2022 - Present
THE Huntington Investment Co. (Chicago IL)
MN
01/03/2011 - 04/07/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
12/12/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 02/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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