Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lalond is a financial professional with over 28 years of experience in the financial services industry. Sandra is currently registered with Ameriprise Financial Services, LLC, and has been with the firm since May 2022. Previously, Sandra was registered with Citizens Securities, Inc. and John Hancock Distributors, Inc. Sandra holds several licenses and certifications, including Series 6, 7, 63, and 65. Sandra is committed to providing her clients with comprehensive financial planning and investment advice. She specializes in working with individuals, high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/27/2022 - Present
Ameriprise Financial Services, LLC (Quincy MA)
MA
05/29/2018 - 05/31/2022
CITIZENS SECURITIES, INC. (NO QUINCY MA)
NA
09/22/1993 - 01/16/1995
JOHN HANCOCK DISTRIBUTORS, INC.
NA
09/22/1993 - 01/16/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 03/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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