Unclaimed
Sara Davis is a financial professional with over 18 years of experience in the financial services industry. Sara currently works at Blackstone Securities Partners LP as a Registered Representative. Sara has also held positions at Morgan Stanley & Co. LLC, Morgan Stanley & Co., Incorporated and First Investors Corporation. Sara holds Series 6, 7 and 63 licenses. Sara is a dedicated and experienced financial professional who is committed to providing her clients with the highest level of service.
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.
1
2
NY
06/06/2019 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
08/31/2017 - 01/22/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/15/2001 - 08/10/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
05/26/2000 - 08/29/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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