linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nadera Bensouda Sander

Schwab Wealth Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nadera? Claim Your Profile

About Nadera Bensouda Sander

Nadera Bensouda Sander is a financial advisor with Schwab Wealth Advisory, Inc., based in Orlando, FL. Nadera has been in the financial industry since 2007 and has a broad range of experience in providing financial advice. Nadera is licensed to provide financial advice in 53 states, including Florida and Texas. Nadera is also a Registered Investment Advisor (RIA). Schwab Wealth Advisory, Inc. provides financial advice to individuals and businesses and offers a variety of investment management services. Nadera is dedicated to helping clients achieve their financial goals.

Firm Information

Nadera Sander is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

other

Swa program paid by wrap sponsor pursuant to cost plan formula.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nadera Sander’s Registration & Firm History

FL

03/04/2022 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

Not sure if Nadera Bensouda Sander is right for you?

Licenses & Designations

IA

Issued 02/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nadera Bensouda Sander.
Not sure if Nadera Bensouda Sander is right for you?