Sandra Stewart (CRD# 1301807) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gulf Breeze, FL and has over 39 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Stewart Markey Group | Gulf Breeze, FL | May 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Gulf Breeze, FL | May 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Gulf Breeze, FL | May 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1991 |
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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