Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Louise Bublitz is a financial advisor with Alliance Advisory & Securities, LLC. Sandra has been in the industry since February 1983. Sandra is licensed in California, and holds a Series 65, Series 6, Series 22, and Series 22TO licenses. Sandra was previously employed with Alliance Advisory & Securities, Inc., Dreher & Associates, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc. Sandra's firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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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CA
10/04/2001 - Present
Alliance Advisory & Securities, LLC (WESTLAKE VILLAGE CA)
CA
05/16/1991 - 08/23/2021
ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)
IL
01/05/1990 - 05/20/1991
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MN
02/14/1983 - 12/12/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
02/14/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2024
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 02/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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