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 Navarre is a financial advisor who has been in the industry since March 18, 2006. Sarah Ann Navarre is currently registered with &partners, LLC in Nashville, TN. Sarah Ann Navarre has a wide range of experience in the financial industry, having worked at several prominent firms, including Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc. Sarah Ann Navarre holds several licenses and designations, including the Series 66, Series 7, and Series 31 licenses, as well as the Certified Financial Planner designation. Sarah Ann Navarre specializes in providing financial advice to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/10/2024 - Present
&partners (NASHVILLE TN)
VA
05/28/2014 - 05/20/2024
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
VA
09/29/2010 - 05/02/2013
WELLS FARGO ADVISORS, LLC (NORFOLK VA)
FL
06/01/2009 - 10/06/2010
MORGAN STANLEY SMITH BARNEY (DESTIN FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DESTIN FL)
FL
02/02/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DESTIN FL)
FL
02/22/2005 - 02/23/2006
UBS FINANCIAL SERVICES INC. (DESTIN FL)
BOTH
Issued 11/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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