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Sandra Eve

CRD# 1275244·Registered 1984 - 2015
Previously Registered: Being a previously registered professional could mean that Sandra is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Sandra Eve was a registered financial advisor. Sandra was a previously registered financial professional and started their career in finance 1984 - 2015. Sandra had worked at 4 firms and has passed the Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

SHINE WEALTH PARTNERS·CRD# 106097
RIA
Lone Tree, CO
January 1, 1999 - December 3, 2015
KEOGLER, MORGAN & COMPANY, INC.·CRD# 16546
BD
March 1, 1988 - November 27, 1991
LEARNED & COMPANY, INC.·CRD# 2529
BD
June 30, 1986 - March 16, 1988
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
July 26, 1984 - June 12, 1985

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Current Firm

SW
SHINE WEALTH PARTNERS

SHINE INVESTMENT ADVISORY SERVICE INC | SHINE WEALTH PARTNERS | SHINE INVESTMENT ADVISORY SERVICES, INC. | SHINE INVESTMENT ADVISORY SERVICES INC

CRD#: 106097 / SEC#: 801-50526

Contact Information

Main Address

9892 Rosemont Ave. Suite #100, Lone Tree, CO 80124-4101

Documents

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/30/2020)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7 — General Securities Representative Examination

Passed Jul 1984About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1984About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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