Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabina? Claim Your ProfileSabina Vegiard is a financial advisor who has been working in the industry since October 15, 2010. Sabina is currently registered with Osaic Institutions, Inc. in Connecticut and Massachusetts. Sabina has a history of working with clients in a variety of capacities, including providing financial planning, portfolio management for individuals, and educational seminars. Sabina holds the Series 6, 7, 63 and 65 securities licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
01/30/2020 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
09/21/2016 - 11/25/2019
KEY INVESTMENT SERVICES LLC (DANIELSON CT)
CT
02/23/2016 - 09/21/2016
LPL FINANCIAL LLC (DAYVILLE CT)
CT
10/15/2013 - 02/20/2016
CITIZENS SECURITIES, INC. (EAST HAMPTON CT)
CT
05/27/2008 - 09/21/2009
LPL FINANCIAL CORPORATION (WEST HARTFORD CT)
CT
07/25/2006 - 05/27/2008
IFMG SECURITIES, INC. (WEST HARTFORD CT)
IA
Issued 04/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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