Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Patrick is a financial advisor at Cetera Investment Advisers LLC. Sandra has been in the financial services industry since February 20, 1985. Sandra holds a Certified Financial Planner designation and has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
WY
11/12/2020 - Present
Cetera Investment Advisers LLC (CHEYENNE WY)
WY
12/22/1999 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CHEYENNE WY)
NY
03/02/1998 - 01/10/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
12/04/1991 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NA
02/21/1985 - 12/10/1991
REEVES AND COMPANY, INVESTMENTS AND SECURITIES, INC.
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/18/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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