Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Kellard has been in the financial industry since 1994 and is currently registered with Fifth Third Securities, Inc. in Naples, FL. Sarah Kellard has experience working with individuals, corporations, and pension and profit-sharing plans. Sarah Kellard provides a variety of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Sponsor wrap fee program
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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2
FL
05/27/2009 - Present
Fifth Third Securities, Inc. (NAPLES FL)
WI
11/26/2002 - 02/28/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
12/05/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
11/20/2001 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
MA
12/06/1994 - 07/06/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
06/30/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
BOTH
Issued 5/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 4/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 6/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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