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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Ualani Torres is an investment advisor representative with Cetera Investment Advisers LLC, with offices in EL CAJON, CA. Sandra has been in the financial services industry since March 26, 1999. Sandra holds Series 2, 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE. Sandra has been registered with Cetera Investment Advisers LLC since May 2024. Prior to joining Cetera Investment Advisers LLC, Sandra was registered with Securities America, Inc., LPL Financial LLC, and CUSO Financial Services, LP. Sandra is also registered in 22 states, including California, Texas, and Arizona. Sandra has experience working with high net worth individuals, corporations, individuals, and charitable organizations.
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
CA
05/17/2024 - Present
Cetera Investment Advisers LLC (EL CAJON CA)
CA
10/10/2017 - 05/21/2024
SECURITIES AMERICA, INC. (ESCONDIDO CA)
CA
08/03/2015 - 10/11/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/23/2013 - 08/03/2015
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
04/09/1997 - 01/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
IA
Issued 5/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/9/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 4/8/1997
Series 7 - General Securities Representative Examination
BC
Issued 3/21/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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