Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Stephanie Flaviani is a financial professional with over 20 years of experience in the industry. Sandra has a strong background in securities operations, having passed the Series 27, SIE, and Series 99TO exams. Sandra is currently registered with Forge Securities LLC and is located in San Francisco, California. Sandra previously worked at Charles Schwab & Co., Inc. and 401(K) Investment Services, Inc.
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.
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.
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CA
06/14/2017 - Present
Forge Securities LLC (SAN FRANCISCO CA)
CA
11/15/2001 - 04/27/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
TX
05/15/2007 - 06/30/2009
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BC
Issued 11/02/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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