Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Wagner is a registered representative with Raymond James & Associates, Inc. and has been in the industry since February 2013. Sandra has a Series 66 license and is registered in Florida. Sandra specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Sandra also serves as treasurer of the Watercolor Place Home Owners Association in Bradenton, Florida.
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.
Please see note in schedule d - miscellaneous
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.
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FL
09/11/2024 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
Active
Inactive
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