Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Shepard is a securities professional with experience in the financial services industry. Sara is registered with Fidelity Brokerage Services LLC and is licensed to conduct business in several states across the country. Sara has passed the Series 63, Series 7TO, and SIE exams.
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.
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.
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2
UT
07/09/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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