Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Sue Sailer is a financial professional with over 30 years of experience in the industry. Sandra is currently registered with Stifel, Nicolaus & Company, Inc. Sandra has been with Stifel, Nicolaus & Company, Inc. since 2009, prior to that Sandra worked for WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Sandra is a licensed Investment Advisor Representative in California and a registered representative in Texas. Sandra has expertise in a variety of investment areas, including stocks, bonds, mutual funds, and options.
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.
1
2
CA
01/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (SAN LUIS OBISPO CA)
CA
01/01/2008 - 09/23/2009
WELLS FARGO ADVISORS, LLC (REDLANDS CA)
CA
09/29/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (REDLANDS CA)
NA
08/01/1989 - 10/04/1995
PAINEWEBBER INCORPORATED
NJ
03/19/1985 - 10/04/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/21/1987 - 08/08/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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