Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sage? Claim Your ProfileSage Tomlin Bahre is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Sage has been in the financial services industry since 2001. Sage has a Series 63, 65, 7, 31, and SIE licenses. Sage is registered in 52 states and the District of Columbia. Sage has been an advisor with Equity Services, Inc., Essex National Securities, Inc., SunAmerica Securities, Inc., International Assets Advisory Corporation, Dean Witter Reynolds Inc. and Fidelity Personal AND Workplace Advisors.
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.
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.
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.
1
2
CO
07/14/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
02/16/2012 - 04/08/2022
EQUITY SERVICES, INC. (ARVADA CO)
CA
12/15/2004 - 02/13/2012
ESSEX NATIONAL SECURITIES, INC. (ORANGE CA)
AZ
02/27/2002 - 11/03/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
08/17/1994 - 06/23/1995
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
NY
07/20/1993 - 08/16/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1993
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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