ADVISOR BIO

Sandra Ortega is an Investment Advisor Representative at Citigroup Global Markets Inc., with over 16 years of experience in the financial services industry. Sandra has a strong track record of providing investment advice to individuals and businesses. Sandra holds the Series 66, Series 7, Series 9, Series 10 and SIE licenses. Sandra is registered in 53 states, and her expertise includes asset allocation advice, financial planning, pension consulting and portfolio management.

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ADVISOR BIO

Sandra Leigh Bragar is a financial advisor at Aspiriant, LLC, a firm that provides wealth management services to a diverse range of clients, including individuals, families, businesses, and institutions. Sandra has been with the firm since January 2008 and is registered in California. Sandra holds the Certified Financial Planner designation and has specialized in various aspects of financial planning, including retirement planning, investment management, and estate planning. Sandra's commitment to her clients is evident in her dedication to providing personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sandra Wheeler is a financial advisor with over 25 years of experience in the industry. Sandra currently works at Stifel, Nicolaus & Company, Inc. in San Luis Obispo, California. Prior to joining Stifel, Nicolaus & Company, Inc., Sandra worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Sandra has a broad range of experience in financial services, and is committed to providing clients with personalized investment advice and guidance.

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ADVISOR BIO

Sandra Rea Masiel is an active investment advisor representative, registered with Morgan Stanley. Sandra has been in the securities industry since November 16, 1981. Sandra Rea Masiel is also registered in the states of California and Texas as an investment advisor representative. Prior to joining Morgan Stanley, Sandra Rea Masiel was employed by MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. Sandra Rea Masiel is licensed in 27 states and has passed the Series 63, SIE and Series 7 examinations.

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ADVISOR BIO

Sandra Sue Sailer is a financial professional with over 30 years of experience in the industry. Sandra is currently registered with Stifel, Nicolaus & Company, Inc. Sandra has been with Stifel, Nicolaus & Company, Inc. since 2009, prior to that Sandra worked for WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Sandra is a licensed Investment Advisor Representative in California and a registered representative in Texas. Sandra has expertise in a variety of investment areas, including stocks, bonds, mutual funds, and options.

SPECIALIZATIONS

ADVISOR BIO

Sandra Chiu is a financial advisor with UBS Financial Services Inc., with over 20 years of experience in the industry. Sandra is registered with FINRA and the state of California, as well as several other states. Sandra is a Series 7 and Series 66 licensed professional, and a registered investment advisor representative. Sandra's previous experience includes working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Sandra Ualani Torres is an investment advisor representative and registered representative with Cetera Investment Advisers LLC. Sandra has over 25 years of experience in the financial services industry. Sandra has held positions at several firms, including Securities America, Inc., LPL Financial LLC, CUSO Financial Services, L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sandra holds Series 2, 7, 9, 10, 31, 63, and 65 licenses. Sandra's specializations include financial planning, pension consulting, educational seminars, and portfolio management. Sandra is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Sandra Loewen is a financial advisor with Avior Wealth Management, LLC. Sandra Loewen has a series 65 license and is registered with the state of California. She is a Certified Financial Planner and has experience working with individuals, corporations, and other businesses. Sandra Loewen has been in the industry since 2009. Sandra Loewen specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Sandra Dee is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Carmel, CA. Sandra has been in the industry since September 15, 1990 and has experience working at UBS Financial Services Inc., Wells Fargo Advisors Financial Network, LLC, and Chase Investment Services Corp. Sandra has passed the Series 63, Series 65, and Series 7 exams. Sandra is licensed to provide financial advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Massachusetts, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Sandra Madrid is a financial professional registered with J.p. Morgan Securities LLC in Glendale, CA. Sandra has been in the industry since April 2018 and holds Series 6, Series 63, and SIE licenses. Sandra is qualified to provide financial advice and investment management services for individuals, businesses, and institutions.

SPECIALIZATIONS