Unclaimed
Sandra Renee Kadisak is a registered investment advisor representative with Cetera Investment Advisers LLC, located in Chanhassen, Minnesota. Sandra has been in the securities industry since December 1990 and holds the Series 7 and Series 63 licenses. Sandra has a long history of working in the financial services industry, having previously worked at MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sandra specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Sandra is also an insurance agent with various companies and is involved with Kadisak and Burk Financial Group.
CHANHASSEN, MN
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (CHANHASSEN MN)
MN
12/05/2005 - 12/23/2013
METLIFE SECURITIES INC. (EDINA MN)
MN
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EDINA MN)
NJ
12/11/1991 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
12/04/1990 - 11/22/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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