Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Palmer is a financial advisor at Clearbridge Investments, LLC. Sandra has been a financial advisor for over 25 years and has experience in various financial products and services. Sandra is registered in 53 states and the District of Columbia. Sandra is also a Registered Principal and holds the Series 7, 24, 51, 6, and 63 licenses. Sandra has been an active investment advisor representative with Clearbridge Investments since 2008. Sandra is a registered investment advisor representative for Clearbridge Investments, LLC, and also has previous experience with several other financial companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/01/2025 - Present
Clearbridge Investments, LLC (NEW YORK NY)
SC
08/04/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Lake Wylie SC)
SC
08/01/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Lake Wylie SC)
NC
11/08/2004 - 03/10/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)
NY
06/11/2002 - 11/12/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MD
08/07/2000 - 06/11/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
04/26/2000 - 08/16/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
MD
06/13/1997 - 08/31/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
12/05/1996 - 06/02/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 04/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Palmer is the right advisor for you? Invested Better is here to help.
