Unclaimed
Sara Faitelson is a financial advisor with Hornor, Townsend & Kent, LLC. Sara has been in the financial services industry since 2009. Sara is licensed to provide financial advice in several states. She has a Series 6, Series 7, Series 63, and Series 66 securities licenses. Sara is also a Certified Divorce Financial Analyst (CDFA). She is currently registered with the state of New York. Sara is experienced in providing a range of financial services, including financial planning, portfolio management, and pension consulting. She has extensive experience working with individuals, corporations, and charitable organizations.
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.
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.
Trail commissions, distribution assistance fees
1
2
NY
05/09/2019 - Present
Hornor, Townsend & Kent, LLC (VALLEY STREAM NY)
NY
09/02/2009 - 10/11/2012
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BOTH
Issued 05/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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