Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lanoie is a financial advisor with over 30 years of experience in the industry. Sandra currently works at Morgan Stanley and is licensed in multiple states. Sandra has previously worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc., and has held several other positions throughout their career. Sandra has a broad range of experience in the financial industry, including providing investment advice, financial planning, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
09/04/2020 - Present
Morgan Stanley (Palo Alto CA)
CA
01/01/2008 - 09/08/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
09/01/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JOSE CA)
NY
08/20/1987 - 09/13/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/20/1985 - 08/11/1987
DEAN WITTER REYNOLDS INC.
NA
01/23/1984 - 12/18/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 01/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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