Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sait? Claim Your ProfileSait Saraci is a financial advisor with Fidelity Personal And Workplace Advisors, located in Irvine, California. Sait has been in the industry since 2000 and has a strong background in financial planning and portfolio management. Sait has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Sait has also worked for Morgan Stanley, Chase Investment Services Corp., MetLife Securities Inc., Securian Financial Services, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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2
CA
10/17/2023 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
CA
07/02/2012 - 08/06/2018
MORGAN STANLEY (IRVINE CA)
CA
10/22/2010 - 07/03/2012
CHASE INVESTMENT SERVICES CORP. (LAGUNA HILLS CA)
CA
11/09/2007 - 10/22/2010
METLIFE SECURITIES INC. (IRVINE CA)
CA
09/16/2003 - 11/06/2007
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
NJ
07/15/2002 - 08/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/15/2000 - 06/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/29/1999 - 06/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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