Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Chapman is a financial professional with over 40 years of experience in the securities industry. Sandra is a Registered Representative and Investment Advisor Representative with Planmember Securities Corp. and has held similar positions with several other firms. Sandra is a Certified Financial Planner and holds a Series 6, 7, 22, 24, 51, and 63. Sandra provides financial planning, insurance services, investment supervisory services, and other financial services to individuals, businesses, and pension plans.
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.
Provides investment supervisory services
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.
1
2
NV
07/18/2008 - Present
Planmember Securities Corp. (RENO NV)
NV
01/11/1995 - 07/24/2008
FIRST ALLIED SECURITIES, INC. (RENO NV)
NA
12/16/1994 - 01/09/1995
FIRST ALLIED SECURITIES, INC.
CA
08/25/1989 - 12/20/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
01/07/1988 - 08/25/1989
PFG SECURITIES, INC.
NA
09/19/1984 - 02/03/1988
UR FINANCIAL, INC.
NA
10/25/1982 - 10/16/1984
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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