Unclaimed
Sandra Wolfram is a registered representative with Park Avenue Securities LLC and has been in the industry since 1983. Sandra is a Series 7, Series 22, Series 24, and Series 63 licensed professional. Sandra has experience with financial planning, educational seminars, and selection of other advisors. Sandra is registered in Arizona, Florida, Illinois, Iowa, Massachusetts, New York, Virginia, Washington, and Wisconsin. Previously Sandra was a registered representative with GUARDIAN INVESTOR SERVICES CORPORATION, W. S. GRIFFITH & CO., INC., and PPS SECURITIES CORP..
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IL
05/03/1999 - Present
Park Avenue Securities LLC (CHICAGO IL)
NY
02/28/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
01/17/1986 - 02/20/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
04/07/1983 - 10/15/1985
PPS SECURITIES CORP.
BC
Issued 11/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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