Unclaimed
Sarah Anne Dahdouh is a financial advisor with Raymond James & Associates, Inc. Sarah has been in the industry since September 29, 2008 and has been registered with the state of South Carolina since September 18, 2013. Sarah holds licenses in various states and specializes in a range of financial products and services. Before joining Raymond James & Associates, Inc., Sarah has also worked with MetLife Securities Inc. and Wells Fargo Advisors Financial Network, LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
SC
09/18/2013 - Present
Raymond James & Associates, Inc. (CHARLESTON SC)
SC
02/04/2013 - 08/26/2013
METLIFE SECURITIES INC. (MT. PLEASANT SC)
SC
10/03/2006 - 02/09/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLESTON SC)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sarah Dahdouh is the right advisor for you? Invested Better is here to help.