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Sarah Alexandra Slagle

Foreside Fund Services, LLC

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About Sarah Alexandra Slagle

Sarah Alexandra Slagle is a financial advisor who has been in the industry since April 2011. Sarah is currently registered with Foreside Fund Services, LLC and has been with the firm since July 2022. Prior to that, she worked at Millennium Advisors, LLC in Charlotte, North Carolina from January 2011 to April 2022. Sarah is licensed to provide financial services in all 50 states, the District of Columbia, and Puerto Rico.

Firm Information

Sarah Slagle is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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 Slagle’s Registration & Firm History

CA

07/15/2022 - Present

Foreside Fund Services, LLC (Larkspur CA)

NC

01/14/2011 - 04/06/2022

MILLENNIUM ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2014

Series 24 - General Securities Principal Examination

BC

Issued 04/10/2014

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Alexandra Slagle.
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