Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siree? Claim Your ProfileSiree Sandberg Bakakos is a financial advisor with over 30 years of experience in the financial services industry. Siree is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Securities Service Network, LLC, FFP Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Pruco Securities Corporation. Siree specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and retirement plans.
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.
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2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLNSHIRE IL)
IL
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LINCOLNSHIRE IL)
IL
01/11/2002 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (LINCOLNSHIRE IL)
MO
11/21/1995 - 01/10/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
IN
06/17/1994 - 11/28/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/17/1994 - 11/28/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
07/20/1993 - 06/30/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/05/1992 - 12/22/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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