Unclaimed
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 and registered representative with Cetera Investment Advisers LLC. Sandra has over 25 years of experience in the financial services industry. Sandra has held positions at several firms, including Securities America, Inc., LPL Financial LLC, CUSO Financial Services, L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sandra holds Series 2, 7, 9, 10, 31, 63, and 65 licenses. Sandra's specializations include financial planning, pension consulting, educational seminars, and portfolio management. Sandra is committed to providing her clients with personalized financial advice and guidance.
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 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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