Unclaimed
Sabrina Grace Clark is a financial advisor with Morgan Stanley. Sabrina Clark has been in the financial services industry since 2012. Sabrina Clark is registered with FINRA and has a Series 66, Series 10, Series 9 and Series 7 license. Sabrina Clark has earned a SIE license and is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Sabrina Clark is also registered as an investment advisor representative in Connecticut, New York and Texas. Sabrina Clark is a financial advisor who is registered to provide investment advice to individuals, corporations, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities, and other investment advisers. Sabrina Clark is also registered to provide financial planning services, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NY
05/05/2020 - Present
Morgan Stanley (New York NY)
CT
08/07/2012 - 11/18/2016
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 07/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sabrina Clark is the right advisor for you? Invested Better is here to help.