Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Flom is a financial advisor with Cambridge Investment Research Advisors, Inc. Sandra has been in the financial industry since 1999 and has a strong background in providing financial planning services. Sandra is a Certified Financial Planner™ professional and has been working with clients to achieve their financial goals for many years. Sandra is committed to providing personalized financial advice to individuals and families. Sandra also offers a range of services, including investment management, retirement planning, and estate planning.
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.
Solicitation fees from 3rd party money managers
1
2
MN
12/09/2013 - Present
Cambridge Investment Research Advisors, Inc. (Faribault MN)
MN
11/06/2009 - 07/27/2012
ING FINANCIAL PARTNERS, INC. (FARIBAULT MN)
MN
10/14/2003 - 11/06/2009
WOODBURY FINANCIAL SERVICES, INC. (MORRISTOWN MN)
MN
09/08/1999 - 10/14/2003
CAPITAL MANAGEMENT SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 11/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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