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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 Ann Casey is a financial advisor with Mason Investment Advisory Services Inc., based in Reston, Virginia. Sarah has been in the financial services industry since July 15, 1987. Sarah holds a Series 6, 7, 22, 63, and 65 licenses as well as the SIE designation. Sarah is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Sarah has been registered as a financial advisor in California, Florida, Illinois, Michigan, Ohio, Texas, and Virginia since 2001.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
01/08/2002 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
VA
06/02/1992 - 11/15/2000
RE INVESTMENT CORPORATION (ARLINGTON VA)
CT
12/05/1983 - 08/01/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/27/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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