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 Vita is a financial professional with over 12 years of experience in the industry. Sarah is currently registered with Equitable Advisors, LLC and has been with the firm since 2020. Prior to that, Sarah was with AXA Distributors, LLC and Prudential Investment Management Services LLC. Sarah holds multiple industry licenses, including Series 6, 7, 24, 26, 63, and SIE, and is registered in Florida and New York. Sarah has specialized in providing financial planning, pension consulting, and portfolio management services 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.
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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2
NY
05/29/2020 - Present
Equitable Advisors, LLC (NEW YORK NY)
NC
01/27/2017 - 03/04/2020
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
11/21/2008 - 02/05/2009
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
BC
Issued 03/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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