Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra N Zakhary is a registered investment advisor representative with &partners. Sandra has been in the industry since 2007 and is licensed in 29 states. Sandra's specialties include retirement planning, college savings planning, and estate planning. She has a broad background in the financial services industry. Sandra holds the Series 7, Series 9, Series 10, Series 66, and SIE licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NJ
07/26/2024 - Present
&partners (Edison NJ)
NJ
03/07/2007 - 08/05/2024
WELLS FARGO CLEARING SERVICES, LLC (BEDMINSTER NJ)
BOTH
Issued 11/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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