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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Hay magdaleno is an investment advisor representative with Consolidated Portfolio Review Corp. Sandra has been in the securities industry since 1987. Sandra is registered with the state of Oregon as both a Broker-Dealer and an Investment Advisor. Sandra is also registered with the state of Alaska, California, Idaho, Iowa, New Mexico, and Washington as a Broker-Dealer. Sandra holds the Series 7, Series 63, and Series 65 licenses as well as the SIE designation. Sandra also has experience with Cetera Advisors LLC, Pacific West Securities, Inc., and Edward Jones. Sandra is a Certified Financial Planner (CFP) and offers financial planning services to both individuals and businesses. Sandra has over 30 years of experience in the financial services industry and is dedicated to providing her clients with the highest quality of service.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/11/2022 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
OR
02/28/2012 - 01/04/2022
CETERA ADVISORS LLC (PORTLAND OR)
OR
05/17/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (PORTLAND OR)
OR
04/06/2001 - 05/04/2006
EDWARD JONES (PORTLAND OR)
IA
03/25/1987 - 04/06/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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