Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Bevins is a financial advisor with Money Concepts Capital Corp. in Fullerton, California. Sarah has been in the financial services industry since 2002 and has a broad range of experience working with clients in areas such as financial planning, portfolio management for businesses and individuals. Sarah has previously worked with CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., LPL FINANCIAL LLC, CITIGROUP GLOBAL MARKETS INC., and UBS FINANCIAL SERVICES INC. Sarah specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
CA
09/17/2020 - Present
Money Concepts Capital Corp. (FULLERTON CA)
CA
11/01/2017 - 08/21/2020
CETERA ADVISOR NETWORKS LLC (ORANGE CA)
CA
06/08/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ORANGE CA)
CA
06/09/2010 - 02/26/2015
LPL FINANCIAL LLC (SANTA ANA CA)
CA
01/15/2008 - 05/06/2009
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
UT
09/14/2006 - 01/14/2008
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
UT
09/07/2004 - 09/26/2006
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NJ
07/10/2002 - 09/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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