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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Emanuels is an Investment Advisor Representative at EQ Wealth Management. Sarah has been in the financial services industry since 2014, and has a Series 65 license. Sarah specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Sarah has a strong track record of success in helping clients achieve their financial goals. Sarah is committed to providing her clients with personalized financial advice and exceptional service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
07/15/2024 - Present
EQ Wealth Management (New York NY)
IA
Issued 07/15/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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