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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Nicole Motusesky is an investment advisor representative registered with Macquarie Investment Management Business Trust. Sara Nicole Motusesky has been in the industry since September 20, 2021. Prior to joining Macquarie Investment Management Business Trust, Sara Nicole Motusesky was registered with NYLIFE DISTRIBUTORS LLC in New York, New York. Sara Nicole Motusesky holds the Series 63, Series 65, Series 7 and SIE licenses. Sara Nicole Motusesky specializes in providing investment advisory services to individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Structured product/securitization advice/transition management
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.
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.
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2
PA
01/30/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
NY
08/23/2021 - 03/09/2022
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 05/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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