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 a financial advisor with over 40 years of experience in the industry. Sander has a wide range of experience, having worked for several prominent firms including Morgan Stanley, Citigroup Global Markets Inc., and Raymond James Financial Services, Inc. Sander currently holds registrations with the state of Maryland as both a broker-dealer and an investment advisor. Sander is affiliated with Steward Partners Investment Advisory, LLC, a firm with a strong focus on providing financial planning and advisory services to a variety of clients, including individuals, businesses, and charitable organizations. Sander has a strong track record of helping clients achieve their financial goals.
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 1/3/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 5/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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