Unclaimed
Sandra Strong is an investment advisor representative with MML Investors Services, LLC. Sandra has been in the securities industry since 1988. Sandra holds the following licenses: Series 6, Series 62, Series 22, Series 63, and Series 65. Sandra has passed the SIE exam. Sandra is registered to provide investment advice in the following states: Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Nevada, New Mexico, North Carolina, Pennsylvania, Utah, Virginia, Washington, and Wisconsin. Sandra has previously worked at G. R. PHELPS & CO., INC. and E.I. SALES, INC. Sandra is also a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
09/12/2024 - Present
MML Investors Services, LLC (DAVIS CA)
NA
01/31/1990 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
05/23/1988 - 01/23/1990
E.I. SALES, INC. (DES MOINES IA)
IA
Issued 03/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/21/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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