Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Noelle Witt is a financial advisor with Raymond James & Associates, Inc. Sara has been in the industry since 2013. Sara holds licenses to provide investment advice in Florida and Tennessee, and has experience with various financial products, including options, futures, and securities. Sara has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lion Street Financial, LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
02/27/2023 - Present
Raymond James & Associates, Inc. (Gray TN)
FL
12/18/2018 - 09/05/2019
LION STREET FINANCIAL, LLC (Clearwater FL)
FL
12/02/2015 - 12/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/10/2013 - 11/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 07/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2016
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/16/2015
Series 4 - Registered Options Principal Examination
BC
Issued 02/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/05/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2016
Series 57 - Securities Trader Exam
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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