Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Christine George is a financial advisor with Morgan Stanley in Baltimore, Maryland. Sarah has been in the financial services industry since January 14, 2008. Sarah holds a Series 66 license and Series 7 license. Sarah has also passed the Securities Industry Essentials Exam. Sarah is registered with FINRA and is also registered in 46 states. Before joining Morgan Stanley, Sarah worked at CITIGROUP GLOBAL MARKETS INC. and AMERIPRISE FINANCIAL SERVICES, INC. Sarah is a registered representative of Morgan Stanley Smith Barney. Sarah is also a representative of Morgan Stanley Private Bank, N.A.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/15/2020 - Present
Morgan Stanley (Baltimore MD)
MD
11/21/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
09/18/2006 - 07/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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