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 Presgraves is a financial advisor with Raymond James Financial Services Advisors, Inc. Sandra has been in the financial services industry since 1991. Sandra has a variety of experience in the financial services industry, including working for Prudential Insurance Company of America, Mutual Service Corporation, and Financial Network Investment Corporation. Sandra also has experience working for Edelman Financial Services LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C.. Sandra holds the Series 7, Series 6, Series 63, Series 65, and Series 24 licenses and is also a Certified Financial Planner. Sandra's clients include high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and banking and thrift institutions. Sandra's firm, Raymond James Financial Services Advisors, Inc., is a leading provider of financial services, with over $275 billion in assets under management. The firm offers a wide range of services, including financial planning, investment management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
05/10/2023 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
VA
04/22/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
03/22/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
12/01/2011 - 03/13/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (LEESBURG VA)
VA
08/31/2007 - 12/07/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (LEESBURG VA)
VA
09/15/2005 - 08/31/2007
TRIAD ADVISORS, INC. (LEESBURG VA)
CA
12/23/1999 - 09/19/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
02/27/1996 - 12/31/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
08/26/1991 - 03/11/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/26/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 5/20/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2006
Series 7 - General Securities Representative Examination
BC
Issued 8/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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