Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Summerlin Downing is an investment advisor representative with Stonex Advisors Inc. Sandra has been in the industry since January 22, 1994, and has held multiple licenses over the years. Sandra has experience with various investment products and has a strong understanding of the financial markets. Sandra provides a variety of financial services including financial planning, portfolio management, and educational seminars. Sandra is committed to helping her clients achieve their financial goals.
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.
Financial consulting services
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
AL
11/19/2018 - Present
Stonex Advisors Inc. (Montgomery AL)
AL
10/08/1999 - 11/18/2018
LPL FINANCIAL LLC (MONTGOMERY AL)
NY
07/12/1999 - 10/11/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
AL
10/08/1993 - 03/26/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 06/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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