Unclaimed
Sara Jubboori is an investment banking professional with a focus on advisory services. Sara joined Liontree Advisors LLC in August of 2024, bringing with her a strong understanding of the financial markets. Sara holds the Series 79TO and SIE licenses, demonstrating her commitment to staying current with industry best practices. Sara is passionate about providing personalized guidance to clients and helping them achieve their financial goals.
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.
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CA
08/02/2024 - Present
Liontree Advisors LLC (San Francisco CA)
BC
Issued 08/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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