Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Bury is a financial advisor registered with LPL Financial LLC in Youngstown, OH. Sarah Bury has been in the industry since July 2023. Sarah Bury has a Series 7TO, SIE, and Series 66 license. Sarah Bury also has a valid IA registration in Ohio. Sarah Bury works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Sarah Bury provides financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/28/2024 - Present
LPL Financial LLC (YOUNGSTOWN OH)
OH
09/01/2023 - 08/29/2024
OSAIC WEALTH, INC. (YOUNGSTOWN OH)
OH
07/28/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (YOUNGSTOWN OH)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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