Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sondra? Claim Your ProfileSondra Robbins has been in the financial services industry since 1995. Sondra is currently registered with Cetera Investment Advisers LLC in Baton Rouge, LA and has a total of 5 approved state registrations. Sondra also has registrations in Florida, Nebraska, North Carolina, and South Carolina. Previously, Sondra was employed with Hancock Whitney Investment Services Inc. in Baton Rouge, LA, Primevest Financial Services, Inc. in Gonzales, LA, UBS Financial Services Inc. in Baton Rouge, LA, Capital One Investments, LLC in Baton Rouge, LA, and Jackson National Financial Services, Inc. in Los Angeles, CA.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
02/10/2012 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (BATON ROUGE LA)
LA
07/02/2009 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (GONZALES LA)
LA
06/06/2008 - 07/02/2009
UBS FINANCIAL SERVICES INC. (BATON ROUGE LA)
LA
10/15/1996 - 05/27/2008
CAPITAL ONE INVESTMENTS, LLC (BATON ROUGE LA)
CA
06/29/1995 - 10/10/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 11/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/4/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 6/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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