Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Anderson is a financial advisor who has been in the industry since 2008. She currently works for American Portfolios Financial Services, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Sara has passed several industry exams including the Series 6, Series 7, Series 63, and the Securities Industry Essentials (SIE). Sara has also worked for LPL Financial LLC, ESL Investment Services, LLC and First Investors Corporation.
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.
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2
NY
03/17/2015 - Present
American Portfolios Financial Services, Inc. (ROCHESTER NY)
NY
03/07/2008 - 03/19/2015
LPL FINANCIAL LLC (ROCHESTER NY)
NY
03/10/2008 - 03/13/2015
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
NY
02/09/2007 - 04/05/2007
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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