Sandra Keir (CRD# 1084019) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Sarasota, FL and has over 33 years of experience in the finance industry. Sandra Keir has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Chelsea Financial Services | Staten Island, NY | Jan 2020 - Current | 4 |
The Prudential Insurance Company Of America | Sarasota, FL | May 2017 - Jan 2020 | 2 |
Pruco Securities, LLC | Sarasota, FL | May 2017 - Jan 2020 | 2 |
Gwn Securities Inc. | Palm Beach Gardens, FL | Jul 2015 - May 2017 | 1 |
Raymond James & Associates Inc. | St Petersburg, FL | Mar 2015 - Jul 2015 | < 1 |
Raymond James Financial Services Inc. | St Petersburg, FL | Mar 2015 - Jul 2015 | < 1 |
Suncoast Advisory Group | Sarasota, FL | Jul 2014 - Mar 2015 | < 1 |
Gwn Securities/kades-margolis Corporation | Palm Beach Gardens, FL | Jul 2010 - Jul 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1990 |
S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- FL
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Total Assets Under Management101MILLIONS
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Total Number of Accounts444ACCOUNTS
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Average Account Value$227,482
- A percentage of assets under your management
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- Financial planning services
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AR, CA, FL, LA, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TX, WA
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