Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Levin is a financial professional with over 7 years of experience in the financial services industry. Sara is currently registered with Wallachbeth Capital LLC in Boca Raton, Florida. Previously, Sara was employed by FORESIDE FUND SERVICES, LLC in New York, NY and ALPS DISTRIBUTORS, INC. in New York, NY. Sara holds the Series 63, SIE and Series 7 licenses. Sara is licensed in 18 states.
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
FL
11/27/2017 - Present
Wallachbeth Capital LLC (BOCA RATON FL)
NY
05/25/2016 - 11/20/2017
FORESIDE FUND SERVICES, LLC (New York NY)
NY
09/24/2015 - 04/01/2016
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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