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DS

Donna M. Sandez

PACIFIC SELECT DISTRIBUTORS
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 5384274
DS

Professional summary


Donna Marie Sandez, who also goes by Donna Marie Hinojoza, Donna Hinojoza, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.

Donna is registered as a RR (Registered Representative) and started their career in finance in 2007. Donna has worked at 6 firms and has passed the SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Donna Marie Hinojoza | Donna Hinojoza

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Donna Marie Sandez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 9, 2014 - Present

PACIFIC SELECT DISTRIBUTORS, LLC

Office #1: 700 Newport Center Drive, Newport Beach, CA 92660
BD
CRD#: 4452
Newport Beach, CA
Past

January 29, 2009 - January 21, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
IRVINE, CA
Past

January 29, 2009 - January 21, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
IRVINE, CA
Past

June 16, 2008 - July 9, 2008

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

June 16, 2008 - July 9, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

June 16, 2008 - September 6, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
IRVINE, CA
Past

June 16, 2008 - September 6, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
IRVINE, CA
Past

August 1, 2007 - January 21, 2014

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
IRVINE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PS
PACIFIC SELECT DISTRIBUTORS, LLC
PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.

CRD#: 4452 / SEC#: , 8-15264

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Mailing Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Phone number
(949) 219-6579
Established
Delaware since 01/01/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PACIFIC LIFE INSURANCE COMPANYPARENT OF APPLICANT
DARE, BARBARA ALYCEVICE PRESIDENT5074108
KISSEL, GEOFFREY PCHIEF EXECUTIVE OFFICER7499710
LA ROQUE, SUZANNE MARIEASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER4222767
SMITH, TREVOR TIMOTHYVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER4844953
YAMAUCHI, STARLA CHINVICE PRESIDENT, CORPORATE SECRETARY7721024

Red Flags


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.

Company Information


PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452Newport Beach, CA 92660

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