Unclaimed
Sandra Stowe is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. She has been in the financial industry since 2019. Sandra has earned both the Series 7TO and Series 66 licenses and has worked with various financial institutions throughout her career. She is a board member of the Greater Raleigh Chamber of Commerce and is also a published author, educator, podcast host and speaker.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
08/25/2020 - Present
Cambridge Investment Research Advisors, Inc. (Cary NC)
BOTH
Issued 10/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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