Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Morelli is a financial advisor with Capital Group Private Client Services, Inc. Sandra has been in the financial services industry since 1987. Sandra is registered to provide investment advisory services in California, Georgia, Illinois, Nevada, New York, and Texas. Sandra has held several positions in the financial services industry including at Sanford C. Bernstein & Co., LLC, and Capital Guardian Trust Company. Sandra's experience and expertise enable her to provide a wide range of financial services to individuals, businesses, and institutions.
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.
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.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
GA
12/07/2000 - 02/13/2009
SANFORD C. BERNSTEIN & CO., LLC (ATLANTA GA)
NY
09/12/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IL
07/29/1998 - 07/05/2000
WILLIAM M. MERCER SECURITIES CORP. (CHICAGO IL)
NY
09/11/1990 - 07/06/1998
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
NY
01/22/1988 - 01/03/1990
COLLEGE RETIREMENT EQUITIES FUND (NEW YORK NY)
BC
Issued 03/17/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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