Unclaimed
Sara Ruth Barsi is a financial professional with over ten years of experience in the industry. Sara has a wide range of experience and holds multiple licenses and registrations, including Series 7, Series 9, Series 10 and Series 63. Sara is currently registered with Fidelity Brokerage Services 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.
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
UT
10/15/2012 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 10/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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