Unclaimed
Satyawatti Anderson is a financial professional with over seven years of experience in the industry. Satyawatti is currently registered with Charles Schwab & CO., Inc. and has been with the firm since March 2016. She holds several licenses and certifications including Series 63, Series 7, Series 9, and Series 10. Satyawatti has a wide range of experience and expertise in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
03/22/2016 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 11/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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