Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina McGurr is an investment advisor representative currently registered with Captrust in Bellevue, WA. Sabrina has been in the industry since February 12, 2013. Sabrina has been registered with Private Client Services, LLC and Cetera Advisors LLC in the past. Sabrina has a Series 6, Series 63, and Series 65 license and has passed the SIE exam. Sabrina specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Sabrina is also involved in the publication of investment related periodicals. Sabrina also owns rental property in addition to working as an investment advisor representative.
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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2
WA
12/07/2023 - Present
Captrust (BELLEVUE WA)
WA
10/06/2014 - 12/08/2023
PRIVATE CLIENT SERVICES, LLC (BELLEVUE WA)
WA
02/05/2013 - 08/18/2014
CETERA ADVISORS LLC (BELLEVUE WA)
IA
Issued 06/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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