Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Barnett is a financial professional with over 6 years of experience in the industry. Sarah is currently registered with Fidelity Brokerage Services LLC and has been with the firm since August 2021. Sarah has also previously worked with Wells Fargo Clearing Services, LLC. Sarah holds Series 7, Series 9, Series 10, Series 66, and SIE licenses. Sarah is registered in Florida, Massachusetts, Texas, and Utah. Sarah specializes in financial planning, educational seminars, and portfolio management for 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.
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
FL
09/03/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
11/01/2018 - 07/15/2021
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
BOTH
Issued 12/3/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/2/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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