Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Dominica Cebas McBride is a financial advisor with UBS Financial Services Inc. located in Houston, TX. Sara has over 14 years of experience in the financial services industry and is registered with the state of Texas. Sara is also a Series 7 and Series 66 licensed professional. Sara has experience working with individuals, high-net-worth individuals, corporations, and businesses. Sara specializes in a variety of financial services including financial planning, investment management, and retirement planning. Prior to joining UBS Financial Services Inc., Sara worked at Morgan Stanley and Wells Fargo Clearing Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
08/02/2022 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
01/09/2020 - 06/29/2022
MORGAN STANLEY (Houston TX)
TX
10/08/2019 - 11/21/2019
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
01/26/2018 - 09/25/2019
MORGAN STANLEY (HOUSTON TX)
NY
12/19/2008 - 10/12/2016
UBS SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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