Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Borghesi is a financial advisor with over 16 years of experience in the financial services industry. Sara is currently registered with Lincoln Financial Distributors, Inc. and is licensed in Connecticut. Sara previously worked at Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Sara is a Series 7, Series 26 and Series 63 licensed financial advisor.
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
CT
08/12/2013 - Present
Lincoln Financial Distributors, Inc. (HARTFORD CT)
CT
01/01/2009 - 12/31/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (WINDSOR CT)
CT
05/27/2008 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
RI
04/18/2007 - 03/19/2008
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
06/28/2006 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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