Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Sealey is a financial advisor with Navy Federal Investment Services, LLC. Sarah has over 25 years of experience in the financial services industry. Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63, 66, 24, SIE and 99TO licenses. Sarah is registered with the state of California and has worked with several firms including USAA Financial Advisors, Inc., UNIONBANC INVESTMENT SERVICES, LLC and FISERV INVESTOR SERVICES, INC. Sarah specializes in portfolio management for individuals and businesses, financial planning 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/10/2018 - Present
Navy Federal Investment Services, LLC (San Diego CA)
CA
04/15/2010 - 05/17/2018
USAA FINANCIAL ADVISORS, INC. (OCEANSIDE CA)
CA
11/28/2000 - 03/31/2010
UNIONBANC INVESTMENT SERVICES, LLC (ESCONDIDO CA)
TX
01/28/1999 - 11/15/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
06/11/1996 - 01/08/1999
WESTFIN SECURITIES CORPORATION (IRVINE CA)
CA
09/07/1995 - 05/31/1996
ASB FINANCIAL SERVICES (IRVINE CA)
CA
02/06/1995 - 08/08/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 01/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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