Unclaimed
Sandra Leigh Andersen is a financial advisor who has been in the industry since May 23, 2000. Sandra is currently registered with LPL Financial LLC and has been with the firm since December 20, 2013. Sandra has prior experience with a number of other firms including Benjamin F. Edwards & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Piper Jaffray & Co., Scudder Distributors, Inc., and William Blair & Company L.L.C. Sandra holds Series 7 and Series 63 licenses. Sandra's specializations include Retirement Planning, Investments, College Savings, 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.
Consulting and other non-discretionary advisory 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
MN
12/20/2013 - Present
LPL Financial LLC (EDINA MN)
MN
09/02/2011 - 01/08/2014
BENJAMIN F. EDWARDS & COMPANY, INC. (EDINA MN)
MN
08/14/2006 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
08/12/2006 - 08/16/2006
UBS FINANCIAL SERVICES INC. (EDINA MN)
MN
05/30/2003 - 08/12/2006
PIPER JAFFRAY & CO. (EDINA MN)
IL
05/11/1999 - 11/20/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IL
11/09/1998 - 05/03/1999
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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