Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lazar is a financial professional with over 20 years of experience in the industry. Sandra is currently registered with J.p. Morgan Securities LLC in Newark, Delaware. Previously, Sandra was registered with CHARLES SCHWAB & CO., INC. in Wilmington, Delaware and Pittsburgh, Pennsylvania. Prior to that, Sandra was with SALOMON SMITH BARNEY INC. in New York, New York. Sandra holds several professional designations including Series 63, Series 10, Series 9, SIE, and Series 7. Sandra specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers. Sandra is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
07/14/2018 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
01/03/2012 - 06/21/2018
CHARLES SCHWAB & CO., INC. (WILMINGTON DE)
PA
09/04/2002 - 06/20/2011
CHARLES SCHWAB & CO., INC. (PITTSBURGH PA)
NY
02/09/1999 - 08/22/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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