Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Faiaz Satar is a registered investment advisor representative with Fisher Investments. Stefan is licensed in both Florida and Texas. Stefan holds a Series 65 license, which allows Stefan to provide investment advice to clients. Stefan has over 10 years of experience in the financial services industry. Stefan has worked with a variety of clients, including individuals, families, businesses, and institutions. Stefan specializes in providing financial planning, portfolio management, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
08/13/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 01/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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