Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Fuller has been in the financial services industry since 1989. She is currently registered with Osaic Wealth, Inc. and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Sarah has extensive experience with various firms and is registered in multiple states. She holds Series 6, 7, 63, and 65 licenses and has earned the Certified Financial Planner designation.
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.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
06/01/2005 - 12/17/2010
AXA ADVISORS, LLC (ROCHESTER NY)
NY
04/02/1996 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/13/2000 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
01/03/1995 - 03/15/1996
COMMUNITY SECURITIES, INC. (ROCHESTER NY)
CT
03/10/1994 - 08/31/1994
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
DE
02/24/1992 - 11/24/1993
PML SECURITIES COMPANY (NEWARK DE)
NY
04/22/1989 - 12/09/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/08/1988 - 04/03/1989
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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