Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Leydon is an Investment Advisor Representative with Foundation Financial Inc. Sara has been in the industry since December 2013. Sara is registered in Connecticut and New York. Sara has passed the Series 65 exam. Sara also owns and operates Foundation Tax LLC and provides tax preparation and tax planning services to individuals and small businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CT
08/28/2021 - Present
Foundation Financial Inc. (WESTPORT CT)
IA
Issued 11/02/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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