Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sander? Claim Your ProfileSander Kafetz is an investment advisor representative associated with Steward Partners Investment Advisory, LLC and has been active in the industry since 1978. Sander is registered with the state of Maryland as an Investment Advisor Representative and is also licensed in several other states. Sander has a background in financial advising and has held positions with various financial institutions, including Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. Sander has been with Steward Partners since December 2016. Sander's specialties include financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
12/16/2016 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
12/15/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
06/01/2009 - 01/13/2017
MORGAN STANLEY (ROCKVILLE MD)
DC
08/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
04/02/2007 - 08/26/2008
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
06/01/1978 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
IA
Issued 01/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sander Kafetz is the right advisor for you? Invested Better is here to help.
