Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Decker is a financial advisor with over 12 years of experience in the financial services industry. Sara currently works at Morgan Stanley as a registered representative. Sara has a broad range of experience working at other financial institutions, including Pacific Select Distributors, Inc., Foothill Securities, Inc., and Multi-Financial Securities Corporation. Sara is Series 6, 7TO, and SIE licensed and holds a Series 63 state license. Sara is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/20/2024 - Present
Morgan Stanley (PURCHASE NY)
AZ
08/13/2012 - 12/23/2013
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
AZ
07/29/2011 - 07/06/2012
MULTI-FINANCIAL SECURITIES CORPORATION (PHOENIX AZ)
AZ
12/03/2008 - 06/07/2011
PACIFIC SELECT DISTRIBUTORS, INC. (PHOENIX AZ)
CA
03/22/2000 - 05/16/2007
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NJ
11/13/1997 - 09/14/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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