Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Sanders is a financial advisor with Fisher Investments, a firm that manages over $298 billion in assets. Stuart has been in the industry for over 10 years and has experience working with both individual investors and businesses. Stuart holds the Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 55, Series 57TO, and SIE licenses. Prior to joining Fisher Investments, Stuart worked at Charles Schwab & Co., Inc., and TD Ameritrade.
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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2
TX
09/15/2023 - Present
Fisher Investments (PLANO TX)
TX
04/13/2021 - 08/14/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/13/2017 - 05/14/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
02/26/2015 - 09/20/2016
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
10/09/2013 - 02/26/2015
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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