Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabine? Claim Your ProfileSabine Vellucci is an investment advisor representative at Captrust. Sabine has been in the financial services industry since 2001. Sabine has a wide range of experience in the industry, having worked at several firms, including Carolina Investment Consulting LLC and Citigroup Global Markets Inc. Sabine holds Series 63, 65 and 7 licenses. Sabine is currently registered with the state of North Carolina. Sabine's area of expertise includes portfolio management for businesses, individuals and pooled investment vehicles. Sabine specializes in providing financial planning, pension consulting and publication of periodicals 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
06/21/2023 - Present
Captrust (Charlotte NC)
NC
08/15/2006 - 03/22/2016
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
NC
09/18/2003 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NY
03/22/2001 - 09/08/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 03/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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