Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara McHugh is a financial advisor registered with Morgan Stanley Investment Management Inc.. Sara is an experienced financial professional with a demonstrated history of working in the financial services industry. Sara is skilled in Financial Planning, Investment Management, Retirement Planning, and Insurance. Sara is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/15/2022 - Present
Morgan Stanley Investment Management Inc. (NEW YORK NY)
NY
11/15/2021 - 04/13/2022
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NY
08/14/2020 - 11/15/2021
MORGAN STANLEY (New York NY)
NY
05/14/2018 - 11/15/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/20/2017 - 05/15/2018
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
BC
Issued 10/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sara McHugh is the right advisor for you? Invested Better is here to help.
