Suggestions
Sadia Sindhu
Financial Advisor at Equity Services, Inc.
Sadia Sindhu is an experienced financial advisor currently working at Equity Services, Inc. She specializes in wealth management and financial planning, developing customized strategies for her clients that encompass investments, retirement, and college planning.1
Professional Background
Sadia's career path includes:
- A background in economics from CUNY Queens College
- Significant experience on Wall Street, working for Thomson Reuters
- Relocation to Florida in 2003 to work in capital markets and the financial/insurance sectors
- Current position as a Financial Advisor at Equity Services, Inc.
- Role as a Registered Representative at SA Stone Wealth Management, offering securities and advisory services through Lakeview Capital Partners, LLC
Expertise and Approach
Sadia is known for her client-focused approach to financial planning. She brings a wealth of experience and knowledge to her role, which allows her to create tailored financial strategies for her clients.1 Her expertise includes:
- Wealth management
- Investment planning
- Retirement planning
- College planning
Additional Roles and Involvement
Outside of her primary professional responsibilities, Sadia is actively involved in:
- Volunteering with organizations like Mayo Clinic and United Way
- Focusing on financial literacy initiatives for low-income communities
- Serving on the finance committee for the Jacksonville Public Library Foundation
Sadia Sindhu's LinkedIn profile (username: sadia-sindhu-a2b39bab) reflects her current position at Equity Services, Inc. and provides insights into her professional background and expertise in the financial advisory field.1