Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Vehrs is a financial advisor who has been in the industry since February 12, 2005. Sandra is currently registered with MML Investors Services, LLC and has held prior registrations with E*TRADE SECURITIES LLC, Ameriprise Financial Services, Inc., Northwestern Mutual Investment Services, LLC, Clark Securities, Inc., and U.S. Bancorp Piper Jaffray Inc.. Sandra is licensed to provide financial advice in California. Sandra has experience providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers. Sandra focuses on helping clients with portfolio management for businesses and individuals.
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 programs
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.
Solicitors fees
1
2
CA
08/28/2018 - Present
MML Investors Services, LLC (Walnut Creek CA)
NJ
05/21/2013 - 09/15/2016
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MN
10/24/2008 - 08/07/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/11/2008 - 09/05/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
NC
11/14/2003 - 05/28/2008
CLARK SECURITIES, INC. (GREENSBORO NC)
NY
06/24/2002 - 04/21/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
07/30/2001 - 06/24/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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