Unclaimed
Sabrina Marie Fregara is a financial advisor with over 15 years of experience in the financial services industry. Sabrina is currently registered with LPL Financial LLC, a national financial services firm with offices in Rockville Centre, NY. Previously, Sabrina was employed at Wells Fargo Advisors Financial Network, LLC and Oppenheimer & Co. Inc., gaining experience in various aspects of the financial industry. Sabrina is a Series 7, Series 24 and Series 66 licensed advisor, providing her clients with a wide range of services. Sabrina specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Sabrina also offers educational seminars to clients, and assists with the selection of other advisors as needed.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
05/15/2024 - Present
LPL Financial LLC (ROCKVILLE CENTRE NY)
NY
11/08/2022 - 05/22/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MELVILLE NY)
NY
10/25/2019 - 11/07/2022
LPL FINANCIAL LLC (ROCKVILLE CENTRE NY)
NY
05/16/2014 - 11/05/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MELVILLE NY)
NY
08/17/2012 - 05/19/2014
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
06/16/2009 - 08/15/2012
HARBOR FINANCIAL SERVICES, LLC (ROCKVILLE CENTRE NY)
NY
01/27/2009 - 06/05/2009
METLIFE SECURITIES INC. (GARDEN CITY NY)
TX
07/18/2008 - 01/20/2009
HARBOR FINANCIAL SERVICES, LLC (DALLAS TX)
BOTH
Issued 12/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sabrina Fregara is the right advisor for you? Invested Better is here to help.