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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 Anne Watson is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Sara is a registered representative with the state of Arizona and Texas. Sara has been in the financial services industry since 2015. Before joining Fidelity Personal And Workplace Advisors, Sara worked for UBS Financial Services Inc. and Fidelity Brokerage Services LLC. Sara is qualified to provide financial advice for high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Sara is a Series 66 and Series 63 license holder, and has earned her Series 7TO and SIE licenses.
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
AZ
08/20/2024 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
06/14/2021 - 03/25/2022
UBS FINANCIAL SERVICES INC. (TUCSON AZ)
AZ
08/27/2020 - 06/07/2021
FIDELITY BROKERAGE SERVICES LLC (TUCSON AZ)
BOTH
Issued 08/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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