Sandra Rose-Marie Salmon

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Rdj Financial Solutions
  W Hempstead, NY
• 07/2010 → 01/2024
  Woodbury Financial Services, Inc
  W Hempstead, NY
• 01/2024 → 08/2025
  Osaic Wealth, Inc.
  W Hempstead, NY
• 08/2025 → 08/2026
  Unemployed
  W Hempstead, NY
• 08/2026 → Present
  Principal Life Insurance Company
  Melville, NY
• 08/2026 → Present
  Principal Securities, Inc.
  Melville, NY

Previous Registrations

• 2024-01-19 → 2025-08-12
  Osaic Wealth, Inc.
  W Hempstead, NY
• 2021-05-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  W Hempstead, NY
  Poughquag, NY
  W Hempstead, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-19

Other Names

• Sandra Rose-Marie Salmon
• Sandra Salmon