SM
CFP · ChFC
SM
CFP · ChFC
Sacha Mackels is a CFP, ChFC-designated registered investment advisor, based in San Diego, CA, with 14 years of industry experience.
Location
5075 Shoreham Pl, St 280, San Diego, CA, 92122
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2023Settled
Other Business ActivitiesSells Insurance
Sacha works as an insurance agent selling fixed insurance products since 2012, dedicating a few hours per week. Sacha also works as a financial professional for Tax & Financial Group since 2012, which takes about a quarter of their time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2012 - August 2023 · 11 yrs 6 mos
Securian Financial Services, INC.Broker
January 2012 - August 2023 · 11 yrs 7 mos
State Registrations19 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.