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Sara Lynne Welman

Fidelity Brokerage Services LLC

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About Sara Lynne Welman

Sara Welman is a financial professional with over 12 years of experience in the securities industry. Sara has a strong background in financial services, with previous experience at Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Sara currently works at Fidelity Brokerage Services LLC and is registered with the Financial Industry Regulatory Authority (FINRA) and registered in 53 states. Sara has a comprehensive understanding of the financial markets, including stocks, bonds, mutual funds, and options. Sara is dedicated to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.

Firm Information

Sara Welman is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Sara Welman’s Registration & Firm History

TX

07/23/2020 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

01/19/2017 - 07/24/2020

CHARLES SCHWAB & CO., INC. (Westlake TX)

FL

09/20/2016 - 01/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

02/24/2006 - 03/19/2014

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 10/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/10/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Sara Lynne Welman.
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