Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara V. Mahoney is a registered investment advisor representative associated with Eubel Brady & Suttman in Miamisburg, Ohio. Sara has been in the financial services industry since 1999. Prior to joining Eubel Brady & Suttman, Sara worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., INC. Sara holds the Series 7, 63 and 65 licenses. Sara specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Sara has a broad range of experience working with high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other fees may apply as disclosed in certain offering documents.
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2
OH
11/15/2023 - Present
Eubel Brady & Suttman (MIAMISBURG OH)
NY
12/07/2000 - 01/20/2005
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/19/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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