Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Dabeet Agra is a financial advisor with J.p. Morgan Securities LLC. Sandy has been in the financial services industry since 2016. Sandy holds Series 6, 63, and 6TO licenses and the SIE designation. Sandy has experience providing financial services to a range of clients, including high-net-worth individuals, corporations, and institutions.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/06/2024 - Present
J.p. Morgan Securities LLC (SAN BRUNO CA)
CA
10/26/2016 - 01/13/2021
J.P. MORGAN SECURITIES LLC (SAN MATEO CA)
CA
04/29/2016 - 10/13/2016
WELLS FARGO ADVISORS, LLC (FOSTER CITY CA)
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Sandy Agra is the right advisor for you? Invested Better is here to help.
