Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lee Stewart is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Sandra has been in the financial industry since 1984 and has experience providing investment advice to a wide range of clients, including individuals, corporations, and institutions. Sandra is registered with the following securities regulators: FINRA, and the states of Alabama, California, Colorado, Delaware, Florida, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GULF BREEZE FL)
FL
05/06/2009 - 06/27/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (GULF BREEZE FL)
FL
07/31/1993 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (PENSACOLA FL)
NY
11/08/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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