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Louise Sandberg

PEOPLE'S SECURITIES, INC.·BRIDGEPORT, Connecticut
PEOPLE'S SECURITIES, INC.
850 MAIN STREET, BRIDGEPORT, CT 06604CRD# 5074374Firm CRD# 13704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louise Sandberg · BRIDGEPORT, CT
Registration
CRD #5074374 · PEOPLE'S SECURITIES, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Louise Sandberg is a registered financial advisor based in BRIDGEPORT, Connecticut, affiliated with PEOPLE'S SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PEOPLE'S SECURITIES, INC.
PEOPLE'S SECURITIES, INC.
AUM
Regulatory assets under management
Employees
550
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5074374
Firm CRD# 13704
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louise Sandberg offer?
Louise Sandberg specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BRIDGEPORT, Connecticut for a consultation.
What are Louise Sandberg's credentials?
Louise Sandberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louise Sandberg located?
Louise Sandberg is based in BRIDGEPORT, Connecticut, working with PEOPLE'S SECURITIES, INC.. Their office serves clients in the BRIDGEPORT metropolitan area and surrounding communities.
How does Louise Sandberg charge for services?
Louise Sandberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEOPLE'S SECURITIES, INC.?
PEOPLE'S SECURITIES, INC. has approximately 550 employees. The firm is registered with the SEC as an investment adviser.
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