Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Lain Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Nashville, Tennessee. Sara has been in the industry since 2004. She is registered with the state of Tennessee and holds Series 66, 7, and SIE licenses. Sara has previously worked at B. RILEY WEALTH MANAGEMENT, RAYMOND JAMES FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UBS FINANCIAL SERVICES INC. Sara offers a variety of services to her clients, including financial planning, portfolio management, and pension consulting. She also provides hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
06/06/2022 - Present
Raymond James Financial Services Advisors, Inc. (Nashville TN)
TN
04/12/2022 - 05/24/2022
B. RILEY WEALTH MANAGEMENT (Nashville TN)
TN
08/12/2020 - 04/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
TN
12/08/2017 - 03/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
TN
11/20/2007 - 12/07/2017
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
01/27/2000 - 08/31/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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