Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sondra? Claim Your ProfileSondra Cherylee Safer is an investment advisor representative with Cetera Investment Advisers LLC. Sondra has been in the securities industry since 1995. Sondra is registered in Wisconsin, Illinois, and Minnesota. Sondra also holds Series 6, Series 26, Series 63, and Series 65 licenses. In addition to her work at Cetera Investment Advisers LLC, Sondra has also worked for Sunamerica Securities, Inc., United Securities Alliance, Inc., and WMA Securities, Inc. Sondra is a member of the National Association of Securities Dealers (NASD) and the Financial Industry Regulatory Authority (FINRA).
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 1/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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