Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Serrano is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Sandra has been in the financial services industry since 2006. Sandra is registered with the state of Texas. Sandra is also licensed to provide investment advice. Prior to joining Wells Fargo Advisors Financial Network, LLC, Sandra was with WELLS FARGO CLEARING SERVICES, LLC. Sandra has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Sandra's areas of expertise include financial planning, portfolio management, and investment consulting.
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.
Investment consulting services to institutional clients
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.
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2
TX
04/08/2021 - Present
Wells Fargo Advisors Financial Network, LLC (EL PASO TX)
TX
09/23/2011 - 11/04/2020
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
07/08/2010 - 09/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
TX
08/10/2005 - 06/22/2010
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
BOTH
Issued 08/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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