Unclaimed
Sandra Anderson is a financial advisor with over 25 years of experience in the industry. She is currently registered with Robert W. Baird & Co. Inc. in Louisville, KY. Sandra has a wide range of experience in the financial services industry and holds several licenses and registrations. She is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Sandra has a strong track record of helping individuals, families, and businesses navigate the complex world of finance.
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.
See schedule d
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.
Hard dollar payments for research
1
2
KY
05/26/2020 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
MA
07/27/1995 - 12/16/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/27/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 05/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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