Unclaimed
Sandra Olenick is a financial professional with over 30 years of experience in the financial services industry. She has been registered with MML Investors Services, LLC since 2008. Previously, Sandra was registered with Walnut Street Securities, Inc. and CitiStreet Equities LLC. Sandra holds the Series 6, Series 22, Series 63, and SIE licenses. She is also a Chartered Financial Consultant (ChFC). Sandra is committed to providing her clients with personalized financial advice and guidance.
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
PA
10/07/2008 - Present
MML Investors Services, LLC (Pittsburgh PA)
PA
02/12/2002 - 10/09/2008
WALNUT STREET SECURITIES, INC. (SEWICKLEY PA)
NJ
07/21/1994 - 11/13/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
NA
11/20/1981 - 04/21/1987
CIGNA SECURITIES, INC.
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Olenick is the right advisor for you? Invested Better is here to help.