Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Kathleen Scheck is a financial advisor registered with Morgan Stanley. Sara has been in the financial industry since November 2003. Sara has experience working with individual investors, high-net-worth individuals, corporations, and investment companies. Sara's previous experience includes working with CITIGROUP GLOBAL MARKETS INC., CCO INVESTMENT SERVICES CORP., BANC OF AMERICA INVESTMENT SERVICES, INC., MML DISTRIBUTORS, LLC, and PEOPLE'S SECURITIES, INC. Sara is licensed to conduct securities business in all 50 states, as well as the District of Columbia and Puerto Rico. Sara is committed to providing her clients with personalized financial advice and investment strategies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
TN
05/18/2020 - Present
Morgan Stanley (Memphis TN)
NY
05/20/2011 - 12/12/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
10/02/2009 - 03/24/2011
CCO INVESTMENT SERVICES CORP. (BOSTON MA)
MA
04/16/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
02/20/2003 - 04/20/2006
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
11/13/2001 - 12/06/2002
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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