Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lynne Lohmann is an investment advisor representative with LPL Financial LLC and has been in the industry since August 23, 2000. Sandra has Series 63, 66 and 7 licenses as well as the SIE exam. Sandra previously worked with INVEST Financial Corporation and PFIC Securities Corporation, prior to her current role at LPL Financial LLC. Sandra has an active registration in New Hampshire for both Broker-Dealer and Investment Advisor. Sandra is also registered with FINRA. Sandra's current office is located in Nashua, NH.
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.
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2
NH
02/14/2018 - Present
LPL Financial LLC (NASHUA NH)
NH
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (NASHUA NH)
NH
08/17/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (NASHUA NH)
TX
08/23/2000 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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