Sandra SepulvedaCRD Number: 4478220
Current Firm: Citigroup Global Markets Inc.
Sandra Sepulveda (CRD# 4478220) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 12 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Citigroup Global Markets Inc.||Miami, FL||May 2007 - Current||9|
|Citigroup Global Markets Inc.||New York, NY||Feb 2001 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV