Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina Riette Allard is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Sabrina has been in the financial industry for over 10 years and holds the Series 7, Series 66, and SIE licenses. Sabrina also holds the Chartered Financial Analyst designation. Sabrina specializes in providing financial planning and investment consulting services to individual and institutional clients. Sabrina is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Investment consulting services to institutional clients
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.
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2
CA
03/30/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WESTLAKE VILLAGE CA)
CA
04/13/2022 - 04/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
10/08/2013 - 03/31/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 05/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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