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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Angelica Manning-bracho is a Registered Representative and Investment Adviser Representative with Newedge Advisors in NEW ORLEANS, LA. Sara has been in the financial services industry for over 10 years, with previous experience at WFG INVESTMENTS. She holds a Series 7, Series 63, Series 52, Series 24, Series 53, and Series 65 license, as well as the SIE exam. She is registered with the state of Texas. Sara has a wide range of experience in fixed income, equity securities, and portfolio management for businesses and individuals.
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.
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LA
06/01/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
03/19/2013 - 07/12/2017
WFG INVESTMENTS, INC. (KATY TX)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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