Sandriene Simon (CRD# 7299994) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Brooklyn, NY | May 2022 - Current | 1 |
| Bankers Life Securities | Brooklyn, NY | Sep 2020 - Current | 3 |
| Bankers Life And Casualty | Brooklyn, NY | Jul 2019 - Current | 4 |
| Self Employed | Howard Beach, NY | Jul 2017 - Jul 2019 | 2 |
| Northwell Health | Manhasset, NY | Jan 2013 - Jun 2017 | 4 |
| Forever Smiles, Avraham Rambod | Kew Garden Hills, NY | Jul 2010 - Dec 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management1,125MILLIONS
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Total Number of Accounts10,292ACCOUNTS
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Average Account Value$109,320
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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