Unclaimed
Sandra Salmon is a financial advisor with over 28 years of experience in the industry. Sandra is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc., New England Securities, Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sandra has a Series 63 license as well as a Series 7 license and the SIE exam. Sandra offers financial planning, pension consulting, and educational seminars. Sandra's expertise includes portfolio management for individuals and 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.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (W HEMPSTEAD NY)
NY
07/20/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (W HEMPSTEAD NY)
NY
04/05/2005 - 03/24/2010
NEW ENGLAND SECURITIES (UNIONDALE NY)
MA
10/16/1995 - 03/31/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/16/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
10/03/1994 - 09/12/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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