Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Guidicianne is a Certified Financial Planner with over 13 years of experience in the financial services industry. Sandy has held previous roles at First Republic Securities Company and First Republic Investment Management, Inc. in Newport Beach, CA, and J.P. Morgan Securities LLC in Boston, MA. Currently, Sandy is registered with Mariner Wealth Advisors in Overland Park, KS. Sandy specializes in working with high-net-worth individuals, families, and businesses to develop comprehensive financial plans and provide investment management services. Sandy also provides family office services.
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.
Family office services
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.
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MA
09/26/2024 - Present
Mariner Wealth (Cambridge MA)
Active
Inactive
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