Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Fey-sutton is an investment advisor representative registered with United Capital Financial Advisors. Sandra has been working in the financial services industry for over 30 years. Sandra holds the Series 7, 8, and 63 licenses as well as the Uniform Investment Adviser Law Examination.
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.
Sub-adviser for other investment advisers
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
WA
12/19/2012 - Present
United Capital Financial Advisors (SEATTLE WA)
NY
09/20/2000 - 03/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NE
06/25/1996 - 07/07/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/10/1990 - 08/31/1994
SMITH BARNEY INC. (NEW YORK NY)
NA
08/14/1989 - 01/30/1990
DAIN BOSWORTH INCORPORATED
FL
07/28/1986 - 10/25/1989
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NA
01/28/1986 - 03/20/1986
WADDELL & REED, INC.
IA
Issued 09/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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