Unclaimed
Sara Desanctis is a financial professional with over 10 years of experience in the industry. Sara holds a Series 63, Series 65, Series 7 and SIE license. Sara has a strong background in financial services, with experience at Pimco Investments LLC and previously at Allianz Global Investors Distributors LLC and Lehman Brothers Inc.. Currently, Sara is an active advisor at Pimco Investments LLC, and is registered in Kentucky.
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.
1
2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NY
07/29/2008 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
08/31/2007 - 05/14/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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