Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lynn Crook is an investment advisor representative with Brookwood Investment Group. Sandra has been in the financial services industry since 1986 and has experience with a variety of firms including WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., DEAN WITTER REYNOLDS INC., PAINEWEBBER INCORPORATED, MONTAG & JOSELSON, SUTTER SECURITIES, INC., BEAR, STEARNS & CO. INC., and LEHMAN BROTHERS INC. Sandra is licensed in Illinois and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Sandra's areas of specialization include retirement planning, college savings planning, investment management, and financial planning for individuals and families.
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.
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
AZ
06/21/2023 - Present
Brookwood Investment Group (PHOENIX AZ)
IL
01/01/2008 - 11/16/2022
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
CA
01/06/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALNUT CREEK CA)
NY
09/02/1998 - 01/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
03/14/1996 - 09/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/09/1994 - 12/31/1995
MONTAG & JOSELSON (RYE NY)
CA
01/24/1994 - 06/02/1994
SUTTER SECURITIES, INC. (IRVINE CA)
NY
12/17/1990 - 01/13/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
06/12/1987 - 12/21/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1986 - 05/29/1987
BEAR, STEARNS & CO. INC.
IA
Issued 04/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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