Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanford? Claim Your ProfileSanford Prizant is a financial advisor with over 30 years of experience in the industry. Sanford is currently registered with CG Advisory Services in Illinois, providing financial advice to individuals, businesses, and charitable organizations. Sanford's extensive experience includes previous roles with Investment Planners, Inc., Securities America, Inc., Independent Financial Group, LLC, LPL Financial Corporation, Waterstone Financial Group, Inc., Guardian Investor Services Corporation, Oak Ridge Investments, Inc., JMS Securities L.P., Mesirow Investment Services, Inc., and Shearson Lehman Hutton Inc. Sanford is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
03/18/2019 - Present
CG Advisory Services (WILLIAMSTON MI)
IL
05/30/2013 - 03/14/2019
INVESTMENT PLANNERS, INC. (Deerfield IL)
IL
11/16/2012 - 06/05/2013
SECURITIES AMERICA, INC. (DEERFIELD IL)
IL
05/03/2010 - 05/29/2012
INDEPENDENT FINANCIAL GROUP, LLC (RIVERWOOD IL)
IL
09/08/2009 - 05/07/2010
LPL FINANCIAL CORPORATION (RIVERWOODS IL)
IL
07/21/1999 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (RIVERWOODS IL)
NY
12/19/1996 - 07/01/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
05/01/1995 - 12/31/1996
OAK RIDGE INVESTMENTS, INC. (CHICAGO IL)
IL
01/30/1991 - 05/24/1995
JMS SECURITIES L.P. (EVANSTON IL)
NA
04/22/1988 - 01/03/1991
MESIROW INVESTMENT SERVICES, INC.
NA
05/24/1984 - 05/11/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 04/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1986
Series 5 - Interest Rate Options Examination
BC
Issued 10/28/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 07/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sanford Prizant is the right advisor for you? Invested Better is here to help.
