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Inactive

Sandra Lois Ziglar

Sequent Planning, LLC

Raleigh, NC

Omaha, NE

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Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-07
  • NC RA
    APPROVED
    Since 2023-04-07

Branch Locations

Raleigh, NC • United States

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Corporation Raleigh NC 06/2009 03/2023
Sequent Planning Llc Raleigh NC 04/2023 Present
  • 06/2009 → 03/2023
    Lincoln Financial Securities Corporation
    Raleigh, NC
  • 04/2023 → Present
    Raleigh, NC
Previous Registrations
  • 2009-06-01 → 2023-04-04
    Osaic Fs, Inc.
    Raleigh, NC
    Greensboro, NC
    Raleigh, NC
  • 2000-12-31 → 2009-06-04
    Raleigh, NC
    Raleigh, NC
Other Businesses

1) SANDRA ZIGLAR/ZIGLAR PROPERTIES, LLC. 6020 CREEDMOOR ROAD RALEIGH, NC. REAL ESTATE AGENT, INV. RELATED. ACT AS AGENT FOR RESIDENTIAL REAL ESTATE AND PROPERTY SALES. STARTED ON 03/2009 WORKING 30 HPM 10 HPM DURING TRADING HOURS. 2) ZIGLAR PROPERTIES, LLC 3717 NATIONAL DRIVE MCDOWELL BUILDING SUITE 220 RALEIGH, NC, 27612 REAL ESTATE- MANAGEMENT AND RENTAL. INV. RELATED. OWNER. MANAGEMENT OF OFFICE SPACE AND VACATION HOME. STARTED ON 03/2009 WORKING 3 HPM 1 HPM DURING TRADING HOURS. 3) SANDRA ZIGLAR 6020 CREEDMOOR ROAD RALEIGH, NC NOTARY, INVESTMENT-RELATED: NO TITLE: NOTARY DUTIES: NOTARIZE DOCUMENTS START DATE: 6/2014 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0. 4) SANDRA ZIGLAR 7765 US HIGHWAY 321 NORTH SUGAR GROVE NC CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAIN PROPERTY AND COLLECT RENT START DATE: 1/2007 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 8. 5) Sandra Ziglar, 3717 National Drive, Suite 220, Raleigh, NC 27612 Category: Insurance Investment Related: Yes Title: Agent Duties: Offers Health, Disability, Long-Term Care, Property & Casualty and Traditional Life Insurance along with Fixed Annuities and Commission-based Group Benefits. Start Date: 04/1997 Hours per Month: 25 Hours per Month during trading hours: 25 6) SANDRA ZIGLAR 3717 NATIONAL DRIVE SUITE 220 RALEIGH, NC 27612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH, DISABILITY, LONG-TERM CARE, PROPERTY & CASUALTY AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES AND COMMISSION-BASED GROUP BENEFITS. START DATE: 04/1997 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 25 7) SANDRA L. ZIGLAR RALEIGH, NC 27612 CATEGORY: OTHER INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OFFERS DOG FOR BREEDING START DATE: 06/20 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-17
S63 Uniform Securities Agent State Law Examination 1997-08-19
  • S65 Uniform Investment Adviser Law Examination
    1999-05-17
  • S63 Uniform Securities Agent State Law Examination
    1997-08-19
Other Names
  • Sandra Lois Trotter
  • Sandra Ziglar
  • Sandra Lois Bossie

View on SEC IAPD

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