Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Ann Martin is a registered representative with Fidelity Personal And Workplace Advisors in Salt Lake City, Utah. She is also registered as an investment advisor representative in the state of California. Sarah Ann Martin has worked in the financial services industry since 2008. She has experience with Fidelity Brokerage Services LLC, First Investors Corporation, Charles Schwab & Co., Inc., and Independent Financial Group, LLC. Sarah Ann Martin holds Series 6, 7, 9, 10, 63 and 65 licenses and has a special interest in Retirement planning, College Savings, and Mutual Funds.
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.
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.
1
2
UT
05/07/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
01/02/2019 - 03/15/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
01/08/2018 - 12/12/2018
CHARLES SCHWAB & CO., INC. (LOS ANGELES CA)
CA
08/13/2008 - 08/08/2017
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
04/02/2007 - 11/26/2007
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
IA
Issued 05/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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