Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Brice is a financial advisor with Edward Jones, a leading financial services firm. Sarah is a licensed investment advisor and holds a Series 7, Series 63, and Series 65 license. She specializes in helping individual investors develop and implement personalized financial plans, including retirement planning, college savings, and estate planning. Sarah is committed to providing her clients with the highest level of service and building strong, lasting relationships.
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.
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.
See schedule d - miscellaneous
1
2
NC
10/07/2022 - Present
Edward Jones (HENDERSONVILLE NC)
NC
03/05/2021 - 09/10/2021
PRUCO SECURITIES, LLC. (Greensboro NC)
IL
12/04/2019 - 03/12/2021
ALLSTATE FINANCIAL SERVICES, LLC (Northfield IL)
IA
Issued 05/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sarah Brice is the right advisor for you? Invested Better is here to help.
