Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Camp is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the industry since October 2021. Sarah has passed the Series 7TO, SIE, and Series 66 exams. Sarah is registered in 18 states and the District of Columbia. In addition to their role at Merrill Lynch, Sarah is also the owner and operator of SynerAct LLC, a company that resells various physical products online. Sarah also works as a bartender/server at The Gin Mill, a sports bar/grille in New York, NY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
KY
10/27/2021 - 11/03/2022
PATRICK CAPITAL MARKETS, LLC (Louisville KY)
BOTH
Issued 06/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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