Sandra Lee Neubert

Current Employers

Employment History

• 10/1984 → Present
  Advanced Financial Resources
  Newton Centre, MA
• 01/1994 → Present
  Lpl Financial, Llc
  Fairfield, CT
• 08/2014 → Present
  Moneco Advisors Llc
  Fairfield, CT

Previous Registrations

• 2005-01-28 → 2014-08-11
  Moneco
  Southport, CT
  Fairfield, CT
• 2003-09-24 → 2004-12-31
  Moneco
  Easton, CT

Other Businesses

1. 7/21/2005: LIFE, DI, LTC - INSURANCE BROKERAGE ONLY-DO NOT USE BROKERGE NAME W/. - FAIRFIELD, CT. 2. 4/3/2012: NON-VARIABLE INSURANCE - MONECO BENEFITS PLANNING - WE OFFER MAJOR MEDICAL INSURANCE PLANS TO SMALL BUSINESSES; AND WE TITLE THIS SERVICE "MONECO BENEFITS PLANNING". - TIME SPENT 75%. - FAIRFIELD, CT. 3. 11/21/2012: DBA ONLY - MONECO ADVISORS - FAIRFIELD, CT. 4. 09/04/2014: MONECO BENEFITS PLANNING - INV REL - 2150 POST ROAD FAIRFIELD, CT 06824 - NON-VARIABLE INSURANCE - START 09/03/2014 - 100 HR/MO 25 DURING SECS TRDG HRS - MONECO BENEFITS (BENEFIT CONSULTANT) PAID AS A BROKER. 5. 3/1/2018 - Moneco Advisors LLC - DBA: (Hybrid) MONECO Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/22/2014 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors LLC, an independent investment advisor firm. I started this business activity in 07/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 2/9/2022 - No Business Name - Investment Related - 5 1/2 Rackliffe St. Gloucester MA. 01930; and Vail, CO - Real Estate Rental - Started 10/15/2021 - 0 Hours Per Month - Rent home in 5 1/2 Rackliffe St. Gloucester MA 01930. for 7 months each year when not residing there. On occasion, rent our fractional ownership via the Marriott Corp. for up to a week at a time, Vail, CO.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-04-11

Other Names

• Sandra Lee Zeamer