Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Brandston is a registered representative with Cambridge Investment Research Advisors, Inc., located in New York, NY. Sara has been in the securities industry since October 1986. She has a wide range of experience working with various clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Sara is also a registered investment advisor representative in New York. Sara's areas of expertise include financial planning, portfolio management for individuals and businesses, and providing educational seminars. Sara is committed to providing her clients with the highest level of service and guidance to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (New York NY)
NY
11/17/2000 - 10/26/2017
NATIONAL PLANNING CORPORATION (NEW YORK NY)
TX
12/23/1997 - 11/20/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
05/09/1991 - 09/01/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
05/05/1988 - 10/24/1990
THE FIDELITY MANAGEMENT CORPORATION
NA
12/23/1986 - 12/13/1988
JAMES J. DUANE & CO., INC.
BOTH
Issued 12/31/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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