Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina Scott is a registered representative and investment advisor representative with Morningstar Investment Services LLC. Sabrina holds the Series 7TO, Series 63, and SIE licenses. Sabrina has been in the financial services industry since 2019 and has prior experience with Calamos Financial Services LLC. Sabrina specializes in investments for individuals, businesses, and pooled investment vehicles.
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.
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.
Aua
1
2
IL
03/12/2024 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
06/11/2019 - 01/11/2023
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 07/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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