Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sondra? Claim Your ProfileSondra Safer is an investment advisor representative currently working for Cetera Investment Advisers LLC. Sondra Safer has been working in the industry since January 1995 and has worked for several firms including SunAmerica Securities, Inc., United Securities Alliance, Inc., and WMA Securities, Inc. Sondra Safer is registered with FINRA and holds Series 6, Series 26, Series 63 and Series 65 licenses. Sondra Safer also has a notary license and provides income tax and accounting 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.
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
WI
01/26/2005 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
AZ
08/28/2003 - 11/05/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CO
02/23/2001 - 09/10/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
01/25/1995 - 02/23/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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