Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Homsi is a financial advisor with Equitable Advisors, LLC. She has been in the financial industry since January 14, 2016. Sara is registered with the state of North Carolina. She has also been previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF Individual & Institutional Services, LLC and Wells Fargo Advisors, LLC.
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.
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.
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.
1
2
NC
03/13/2019 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NY
11/01/2018 - 02/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/01/2018 - 08/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
06/30/2015 - 03/17/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
06/02/2014 - 06/24/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 11/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sara Homsi is the right advisor for you? Invested Better is here to help.
