Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Young mee Cho is a financial advisor with over 20 years of experience in the industry. Sandra is a registered representative with Golden State Wealth Management, LLC. Sandra has worked in the financial services industry since 2002 and holds Series 63, 66, and 7 licenses. Sandra has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU INVESTMENTS, INC., UBS Financial Services Inc., and American Express Financial Advisors Inc. Sandra specializes in providing financial planning, portfolio management, and pension consulting services. Sandra has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
06/29/2015 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
10/01/2012 - 07/07/2015
J.P. MORGAN SECURITIES LLC (ENCINO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TARZANA CA)
CA
06/24/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (TARZANA CA)
NJ
02/19/2003 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
11/13/2002 - 01/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/13/2002 - 01/10/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Cho is the right advisor for you? Invested Better is here to help.
