Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Thomas Shean is a financial advisor with Prudential Investment Management Services LLC based in Newark, New Jersey. Sara is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, 7, and 63 licenses. Sara has been in the financial services industry since 2001. Previously, Sara was employed by Cohen & Steers Securities, LLC, GWFS Equities, Inc., and J.P. Morgan Institutional Investments Inc.
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
NJ
12/04/2018 - Present
Prudential Investment Management Services LLC (Newark NJ)
NY
10/05/2015 - 09/24/2018
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
CO
09/02/2014 - 09/14/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
VA
06/15/2001 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (MCLEAN VA)
NY
05/01/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/19/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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