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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 Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Sarah has been in the industry for 10+ years and is licensed in several states including Florida, Massachusetts, Texas, and Utah. Sarah holds a Series 66, Series 7, Series 9, Series 10, and SIE license. Sarah has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Sarah previously worked for WELLS FARGO CLEARING SERVICES, 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.
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 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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