Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Patricia Swaim is an Investment Advisor Representative at Osaic Wealth, Inc. Sandra has been in the financial industry since 2017 and has her Series 7TO and SIE exams. She has a branch office location in Southlake, Texas. Sandra has experience in both individual and business portfolio management and provides financial planning services to individuals and families, as well as businesses.
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.
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
TX
10/31/2024 - Present
Osaic Wealth, Inc. (SOUTHLAKE TX)
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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