Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sanders is a financial advisor with over 20 years of experience in the industry. Adam has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. He is currently registered with Schwab Wealth Advisory, Inc. in Colorado and Texas. Prior to joining Schwab, Adam was with USAA Financial Advisors, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Adam holds the Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Adam is committed to providing personalized financial advice to help clients make informed decisions about their money. He is a strong advocate for financial literacy and believes that everyone should have access to the information and tools they need to make sound financial decisions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
06/15/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
08/25/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (DENVER CO)
CO
08/18/1999 - 05/11/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IA
Issued 12/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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