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Sarah Adams-tooley

Cetera Investment Services LLC

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About Sarah Adams-tooley

Sarah Adams-tooley is a financial advisor registered in New Hampshire and affiliated with Cetera Investment Services LLC. She has been in the financial services industry since May 26, 2022 and has passed the Series 63, Series 6TO, and SIE exams. Sarah currently has one registration at Cetera Investment Services LLC.

Firm Information

Sarah Adams-tooley is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Sarah Adams-tooley’s Registration & Firm History

NH

05/27/2022 - Present

Cetera Investment Services LLC (LACONIA NH)

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Licenses & Designations

BC

Issued 10/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Adams-tooley.
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