Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Currier-barrella is a financial advisor with over 20 years of experience in the industry. Sarah currently works with Santander Securities LLC, but has previously worked with Citizens Securities, Inc., CCO Investment Services Corp., MML Investors Services, Inc., and Citizens Investment Services Corp.. Sarah holds multiple licenses and certifications, including a Series 6, Series 7, Series 24, Series 63, and Series 65 license as well as the Certified Financial Planner designation. Sarah has worked in the financial services industry since 2000. Sarah specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
08/30/2022 - Present
Santander Securities LLC (Boston MA)
MA
11/04/2016 - 04/12/2022
CITIZENS SECURITIES, INC. (WESTWOOD MA)
MA
09/12/2012 - 10/03/2016
SANTANDER SECURITIES LLC (DORCHESTER MA)
MA
02/03/2004 - 08/31/2012
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
MA
03/04/2003 - 01/22/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
RI
06/28/2000 - 02/04/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
04/24/2000 - 05/26/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
07/30/1997 - 07/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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