Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Shaeffer is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Sandra is a registered representative with FINRA and the state of Maryland. Sandra has been in the financial services industry since 2001. Sandra has worked for several firms, including Ferris, Baker Watts, LLC, UBS PaineWebber Inc, RBC Capital Markets, LLC, BB&T Securities, LLC, and Truist Investment Services, Inc. Sandra specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Sandra has a strong track record of providing excellent service to her clients.
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.
1
2
MD
11/17/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
02/17/2021 - 11/17/2021
TRUIST INVESTMENT SERVICES, INC. (HUNT VALLEY MD)
VA
01/17/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
03/13/2009 - 02/06/2014
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MD
05/05/2003 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BALTIMORE MD)
NJ
07/03/2001 - 05/13/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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