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 with over 38 years of experience in the industry. She has been with Cetera Investment Advisers LLC since September 2022. Previously, Sandra was registered with First Allied Securities, Inc. in Cheyenne, Wyoming. Sandra specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. She is also a Certified Financial Planner. Sandra holds Series 7, 24, 27, 51, 52TO, 63, 65, and 99TO licenses. Sandra is registered in 31 states as a broker-dealer and in 2 states as an investment advisor representative.
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 4/1/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/17/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 4/18/1986
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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