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Trisha A Sanidad

Mainspring Wealth Advisors

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About Trisha A Sanidad

Trisha Sanidad is a financial advisor with Mainspring Wealth Advisors located in BELLEVUE, WA. Trisha has been in the industry for over 20 years and has a wealth of experience in financial planning and investment management. Trisha is licensed to provide investment advice in Washington and is also a registered representative of Raymond James Financial Services, Inc. Trisha specializes in providing financial advice to individuals and families. She is committed to helping her clients achieve their financial goals through a personalized approach that takes into account their individual needs and circumstances.

Firm Information

Trisha Sanidad is currently registered with Mainspring Wealth Advisors. Mainspring Wealth Advisors is a firm that provides financial services through Raymond James. They have approximately 21 licensed agents and 22 investment adviser representatives.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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this is for branding only / services and investment advisory through raymond james

This is for branding only / services and investment advisory through raymond james

Fee Structure

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.

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other

None

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Trisha Sanidad’s Registration & Firm History

WA

10/14/2020 - Present

Mainspring Wealth Advisors (BELLEVUE WA)

WA

05/14/2015 - 07/07/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE WA)

WA

07/27/2001 - 02/09/2015

METLIFE SECURITIES INC. (BELLEVUE WA)

OR

08/07/2009 - 01/04/2010

NEW ENGLAND SECURITIES (LAKE OSWEGO OR)

WA

07/27/2001 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BELLEVUE WA)

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Licenses & Designations

IA

Issued 05/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Trisha A Sanidad. Review regulatory record here.
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