Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Raye Bennett is a financial advisor with over 13 years of experience in the industry. Sandra is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2013. Previously, Sandra was a registered representative with UBS Financial Services Inc. and Morgan Stanley Smith Barney. Sandra holds Series 7, 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SYRACUSE NY)
NY
02/01/2011 - 08/01/2013
UBS FINANCIAL SERVICES INC. (SYRACUSE NY)
NY
07/23/2009 - 12/23/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
BOTH
Issued 10/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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