Unclaimed
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.
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.
1
2
CA
07/15/2022 - Present
Foreside Fund Services, LLC (Larkspur CA)
NC
01/14/2011 - 04/06/2022
MILLENNIUM ADVISORS, LLC (CHARLOTTE NC)
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
Active
Inactive
F
FINRA
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