Sandee PetryCRD Number: 5570806
Current Firm: Vanderbilt Advisory Services
Sandee Petry (CRD# 5570806) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Clinton, IA and has over 8 years of experience in the finance industry.
Unified Wealth Management, LLC
Ausdal Financial Partners, Inc.
Ausdal Financial Partners, Inc.
|Vanderbilt Securities, LLC||Woodbury, NY||May 2016 - Current||1|
|Independent Insurance Agent||Clinton, IA||Sep 2014 - Current||3|
|Personal Rental Properties||Clinton, IA||Jul 2011 - Current||6|
|Trustee Of Betty Still Estate Fbo Daniel Still||Clinton, IA||Jul 2011 - Current||6|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management190MILLIONS
Total Number of Accounts1,134ACCOUNTS
Average Account Value$167,905
- 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
AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV
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