Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Nmi Bromfield is a Certified Financial Planner and Chartered Financial Consultant with over 35 years of experience in the financial industry. Sandra currently works with Modera Wealth Management, LLC in Westwood, Massachusetts, and specializes in financial planning, pension consulting and selection of other advisors. Sandra has extensive experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Her expertise spans a wide range of financial services, including portfolio management for individuals and businesses. Previously, Sandra was with Linsco/Private Ledger Corp., Linsco Financial Group, Inc., IDS Marketing Corporation and IDS Financial Services Inc.
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.
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
NJ
07/03/2024 - Present
Modera Wealth Management, LLC (WESTWOOD NJ)
SC
12/16/1989 - 09/10/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/17/1986 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
06/27/1984 - 08/12/1986
IDS MARKETING CORPORATION
NA
06/27/1984 - 08/11/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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