Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Bright has been in the financial services industry since May 23, 2002. Sandra is a registered representative of UBS Financial Services Inc., and is licensed in 23 states. Sandra is also an Investment Advisor Representative registered in Connecticut. Sandra has a Series 7, Series 66, and SIE license. Sandra is based in Stamford, CT and works out of the UBS Financial Services Inc. office located at 600 Washington Blvd, 9TH FLOOR, Stamford, CT 06901. Sandra's professional experience also includes time spent with Woodway Country Club. Sandra's practice focuses on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Sandra's services include portfolio management, financial planning, securities ratings, and investment seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
09/11/2024 - Present
UBS Financial Services Inc. (STAMFORD CT)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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