Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saundra? Claim Your ProfileSaundra Ivy is a financial advisor with over 23 years of experience in the industry. Saundra is currently registered with LPL Financial LLC and has a branch office in Portage, MI. Prior to working at LPL Financial LLC, Saundra worked for CUNA Brokerage Services, Inc., LPL FINANCIAL LLC, and Ameriprise Financial Services, Inc. Saundra is registered to provide investment advice in 28 states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
08/02/2024 - Present
LPL Financial LLC (PORTAGE MI)
MI
11/01/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PORTAGE MI)
MI
10/23/2009 - 10/26/2016
LPL FINANCIAL LLC (PORTAGE MI)
MI
03/15/2000 - 10/26/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)
MN
03/15/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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