Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saundra? Claim Your ProfileSaundra Hudspeth is a financial advisor with over 27 years of experience in the industry. Saundra is currently registered with Linden Thomas Advisory Services, LLC and IP Financial Advisory Services LLC. Saundra has a broad range of experience and provides services such as financial planning, pension consulting, and portfolio management for both individuals and businesses. Saundra holds several licenses and designations, including Series 7, Series 63, Series 66, and Series 52TO. Saundra has worked for several prominent firms, including Nationwide Securities, LLC, USAA Financial Advisors, Inc., and Rockefeller Financial LLC.
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.
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.
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2
TX
04/02/2019 - Present
Linden Thomas Advisory Services, LLC (Yancey TX)
NY
12/21/2022 - 05/25/2023
DASTA FINANCIAL, LLC (NEW YORK NY)
TX
08/19/2022 - 08/29/2022
Z&G CAPITAL INC. (MISSOURI CITY TX)
CT
07/12/2021 - 08/25/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
IN
08/17/2021 - 06/30/2022
THE SECURITIES GROUP, LLC (Fort Wayne IN)
TN
07/06/2021 - 02/21/2022
TRUSTFIRST (KNOXVILLE TN)
NY
10/17/2019 - 07/01/2020
EQX LLC (NEW YORK NY)
PA
12/01/2018 - 10/01/2019
JARDINE LLOYD THOMPSON CAPITAL MARKETS INC (PHILADELPHIA PA)
NY
10/16/2018 - 02/06/2019
ROCKEFELLER FINANCIAL LLC (NEW YORK NY)
TX
09/06/2018 - 02/04/2019
KERCHEVILLE & COMPANY, INC. (SAN ANTONIO TX)
TX
12/21/2010 - 09/04/2018
NATIONWIDE SECURITIES, LLC (SAN ANTONIO TX)
TX
09/27/2010 - 12/20/2010
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
11/27/2007 - 07/19/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/16/1995 - 07/19/2010
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 02/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/04/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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