Sandee PetryCRD Number: 5570806
Current Firm: Vanderbilt Advisory Services
Sandee Petry (CRD# 5570806) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 7 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Vanderbilt Securities, LLC||Woodbury, NY||May 2016 - Current||< 1|
|Independent Insurance Agent||Clinton, IA||Sep 2014 - Current||2|
|Personal Rental Properties||Clinton, IA||Jul 2011 - Current||5|
|Trustee Of Betty Still Estate Fbo Daniel Still||Clinton, IA||Jul 2011 - Current||5|
|Transamerica Financial Advisors, Inc.||Clinton, IA||Oct 2014 - May 2016||1|
|Dhcu Community Credit Union||Clinton, IA||Sep 2013 - Sep 2014||1|
|Cuso Financial Services||San Diego, CA||Sep 2013 - Aug 2014||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Feb 2012 - Sep 2013||1|
|Deere Employees Credit Union||Moline, IL||Jan 2012 - Sep 2013||1|
|Vsr Financial Services, Inc.||Overland Park, KS||Aug 2010 - Jan 2012||1|
|Vsr Advisory Services, Inc.||Overland Park, KS||Aug 2010 - Jan 2012||1|
|Independent Investment Services, Inc.||Camanche, IA||Aug 2010 - Jan 2012||1|
|Ameriprise Financial Services Inc.||Clinton, IA||Jul 2008 - Aug 2010||2|
|Clinton National Bank||Clinton, IA||Apr 2007 - Jul 2008||1|
|At&t||Rock Island, IL||Dec 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management28MILLIONS
Total Number of Accounts191ACCOUNTS
Average Account Value$145,094
- 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 businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, GA, IA, IN, MA, MD, MN, NJ, NY, OH, PA, SC, TX, VA, WV
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