Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Coates is a financial advisor with Investment Distributors, Inc. Sarah has been in the financial industry since December 15, 2015. Sarah is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 18 states. Sarah is a licensed agent in the state of Kentucky. Sarah holds Series 6, Series 63, and SIE licenses.
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.
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.
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KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
AL
05/15/2019 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
NC
11/16/2016 - 05/15/2019
AXA DISTRIBUTORS, LLC (Charlotte NC)
NC
12/16/2015 - 11/17/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BC
Issued 02/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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