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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 Christine Bevilacqua is a financial advisor associated with Fidelity Personal and Workplace Advisors. Sara Christine is registered with the state of Maine and has a current FINRA series 66 registration, and 3 FINRA product exams. Sara Christine is associated with the firm's Portland, Maine office and has over 3 years of experience in the financial industry. Sara Christine is licensed in 18 states and has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination.
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
ME
10/12/2023 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND ME)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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