Years of Experience
5-20+ Years
ROSEVILLE, CA
22 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Lee Kirschten is a financial advisor currently registered with Robert W. Baird & Co. Inc. Sandra has been in the industry since 2003. Sandra has held previous roles with Morgan Stanley & Co. Incorporated and Wachovia Securities, LLC. Sandra currently holds Series 66, Series 10, Series 9, Series 7, and SIE licenses.
SPECIALIZATIONS
BREA, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Kassis is a financial advisor associated with Fidelity Personal And Workplace Advisors. Sandra has been in the industry since 2020 and is registered in multiple states. Sandra offers financial planning, educational seminars and selection of other advisors. The firm is a registered investment advisor with over $1 billion in assets under management.
SPECIALIZATIONS
SAN DIEGO, CA
36 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Fitchjian is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sandra is a registered representative in California and Texas. Sandra has been in the financial industry since 1989 and has been with Merrill Lynch since 1980. Sandra is a Registered Representative and Investment Advisor Representative. Sandra has obtained the Series 7, Series 63, and Series 66 securities licenses. Sandra has experience in various financial services areas including securities, investment advisory, insurance, and mutual funds. Sandra has a broad range of clients including high-net-worth individuals, corporations, and institutions. Sandra has experience in several investment strategies including but not limited to stocks, bonds, mutual funds, and ETFs. Sandra offers services such as portfolio management, financial planning, and retirement planning.
SPECIALIZATIONS
SAN DIEGO, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Williams is a registered investment advisor representative with Park Avenue Securities LLC. Sandra has been in the securities industry since September 2019 and has a combined state law examination. Sandra is also a registered representative in Arizona, California, Kansas, Minnesota, Nevada, Pennsylvania, South Dakota, Texas and Wyoming. Sandra holds the Series 7, Series 66, and SIE licenses.
SPECIALIZATIONS
SAN DIEGO, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Deeann Mellick has been in the financial services industry since 1996 and has been registered with Wells Fargo Clearing Services, LLC since 2011. Sandra has a strong background in securities and investment advising, holding licenses for both broker-dealer and investment advisor activities. She has extensive experience working with clients in a variety of financial capacities, including investment consulting, financial planning, and portfolio management. Sandra is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
San Diego, CA
0 Disclosures
ADVISOR BIO
Sandra Jean Mapp is an investment advisor representative associated with Mercer Global Advisors Inc. Sandra is registered in California and Texas. Sandra has been working in the financial industry since September 2014 and was previously registered with Edward Jones. Sandra is a graduate of the University of California, San Diego with a degree in Economics and has been a member of the California Society of Certified Public Accountants for over 10 years. Sandra's primary focus is on retirement planning and investment management.
SPECIALIZATIONS
San Diego, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Gordon is a financial advisor at Morgan Stanley. Sandra has been in the financial services industry since 2013. Sandra holds the Series 66, Series 7 and SIE licenses. Sandra's current registrations include California and Texas. Sandra is registered with both FINRA and the SEC. Sandra is also licensed to sell insurance. Sandra has been with Morgan Stanley since 2014. Sandra also previously worked at EDWARD JONES.
SPECIALIZATIONS
SAN DIEGO, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Zulema Aviles de moreno is a registered representative with Wells Fargo Clearing Services, LLC. Sandra has been in the industry since 2009, holding licenses in California. Sandra specializes in providing financial planning, investment consulting services, and portfolio management for individuals and businesses. Sandra's previous work experience includes working with Wells Fargo Investments, LLC and Wells Fargo Bank N.A., in various roles. Sandra also holds a notary public commission.
SPECIALIZATIONS
CLOVIS, CA
14 Years Experience
1 Disclosures
ADVISOR BIO
Sandra Esqueda is a registered representative with J.p. Morgan Securities LLC, and is licensed to provide investment advice in California and Texas. Sandra Esqueda has been active in the financial services industry since August 14, 2010, and has experience with SCF Securities, Inc., VALIC Financial Advisors, Inc., and LPL Financial LLC. Sandra Esqueda holds the Series 66, SIE, and Series 7 licenses. Sandra Esqueda provides financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
BAKERSFIELD, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Peraza is a registered representative with J.p. Morgan Securities LLC. Sandra has been in the financial services industry since 2020 and has a Series 63, Series 6TO, and SIE license. Sandra is registered to offer securities in California. Sandra specializes in providing financial planning, pension consulting, and selection of other advisors.
SPECIALIZATIONS