Sandra BublitzCRD Number: 1088758
Current Firm: Alliance Advisory & Securities, Inc.
Sandra Bublitz (CRD# 1088758) is an Investment Advisor Representative working at Alliance Advisory & Securities, Inc. in Westlake Village, CA and has over 19 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Alliance Advisory & Securities, Inc.||Westlake Village, CA||May 1991 - Current||26|
|Ids Life Insurance Company||Minneapolis, MN||Dec 1982 - Current||35|
|Unemployed||Ventura, CA||Oct 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management201MILLIONS
Total Number of Accounts1,376ACCOUNTS
Average Account Value$146,437
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, TX