Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Elyse Stoll is an investment advisor representative with Fidelity Personal and Workplace Advisors. Sara has been in the industry since November 2021 and is registered with the state of Texas. Sara holds Series 63, 66, 7TO, 9 and 10 securities licenses. Sara has experience providing financial planning and portfolio management services to individuals, corporations and other businesses, as well as charitable organizations. Sara is also registered with the Financial Industry Regulatory Authority (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.
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.
1
2
TX
11/28/2024 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
BOTH
Issued 02/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sara Stoll is the right advisor for you? Invested Better is here to help.
