Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sawyer? Claim Your ProfileSawyer Andrew Stoltz is a financial advisor who has been in the industry for over a year. Sawyer is currently registered with Sanctuary Advisors, LLC. Before joining Sanctuary Advisors, LLC, Sawyer worked at CHARLES SCHWAB & CO., INC. Sawyer has passed several securities exams, including the Series 7TO, SIE, and the Uniform Securities Agent State Law Examination. Sawyer is registered in several states including Arizona, Indiana, Iowa, Louisiana, Ohio, Texas, and Virginia. Sawyer specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
IN
11/06/2024 - Present
Sanctuary Advisors, LLC (Carmel IN)
IN
05/12/2023 - 12/18/2023
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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