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Sara Fitzsimmons

Blue OWL Securities

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About Sara Fitzsimmons

Sara Fitzsimmons is a registered representative with Blue Owl Securities. Sara is licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Sara has been in the industry since March 3rd, 2024 and passed the Series 7TO, Series 63 and SIE exams. Sara is currently located at the New York branch office.

Firm Information

Sara Fitzsimmons is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sara Fitzsimmons’s Registration & Firm History

NY

03/04/2024 - Present

Blue OWL Securities (New York NY)

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Licenses & Designations

BC

Issued 05/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Fitzsimmons.
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