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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 Chance Pierce is an Investment Advisor Representative with Cadaret, Grant & Co., Inc., a firm with offices in Syracuse, NY. Sara has been in the financial services industry since 1983 and has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Sara offers a wide range of financial planning, investment management, and advisory services. Sara is licensed to provide investment advice in Alabama, Colorado, Florida, Georgia, Maine, Michigan, North Carolina, South Carolina, Tennessee, and Texas. Sara is also a registered representative with FINRA.
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.
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
NY
06/05/2020 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
GA
08/08/2013 - 05/26/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALTON GA)
GA
02/13/2013 - 08/08/2013
RAYMOND JAMES & ASSOCIATES, INC. (DALTON GA)
GA
12/13/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALTON GA)
SC
06/01/2000 - 12/16/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TN
02/14/2000 - 05/31/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
SC
06/07/1989 - 02/03/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/13/1987 - 06/15/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
09/24/1984 - 04/15/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/08/1983 - 07/26/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 11/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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