Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Marie Holguin is a financial advisor who has been in the industry since 2006. Sandra is currently registered with Cuso Financial Services, LP, a firm that provides financial planning, portfolio management, and other investment services. Sandra has a wide range of experience working with clients in various industries, including insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals. Sandra holds the Series 6, 7, 63, 66 and SIE licenses. Prior to joining Cuso Financial Services, LP, Sandra has held positions at Wescom Financial Services, LLC, INFINEX INVESTMENTS, INC., and ESSEX NATIONAL SECURITIES, INC. Sandra has a strong track record of success in helping her clients achieve their financial goals.
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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2
CA
01/16/2023 - Present
Cuso Financial Services, LP (PASADENA CA)
CA
11/07/2016 - 02/06/2023
WESCOM FINANCIAL SERVICES (PASADENA CA)
CA
07/01/2016 - 11/03/2016
INFINEX INVESTMENTS, INC. (PASADENA CA)
CA
12/23/2013 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (PASADENA CA)
CA
09/16/2010 - 07/18/2013
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
11/02/2007 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (PASADENA CA)
CA
02/24/2005 - 11/02/2007
ESSEX NATIONAL SECURITIES, INC. (SOUTH PASADENA CA)
WI
09/13/1996 - 03/09/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
BOTH
Issued 03/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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