Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Dorson is a financial advisor at Cetera Investment Advisers LLC and has been in the industry since April 2009. Sandy holds both Series 63 and Series 65 licenses and is registered in 11 states including Colorado, Florida, Illinois, Kansas, Massachusetts, Missouri, Oklahoma, South Carolina, Texas, and Missouri as an IA. Sandy specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Sandy has a strong background in the industry with prior experience at Voya Financial Advisors, Inc., Private Client Services, LLC, and Cambridge Investment Research, Inc. Sandy also provides insurance services through a separate entity.
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.
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.
1
2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (Columbia MO)
MO
07/26/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (COLUMBIA MO)
MO
04/25/2018 - 07/24/2019
PRIVATE CLIENT SERVICES, LLC (Columbia MO)
MO
04/10/2009 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLUMBIA MO)
IA
Issued 02/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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