Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Conroy Hickey is a financial advisor with Fidelity Personal And Workplace Advisors. Sarah has over 10 years of experience in the financial industry. Sarah is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 63, 66, and 99TO licenses. Sarah provides financial planning and investment management services to individuals, businesses, and institutions. Sarah is committed to helping clients achieve their financial goals.
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.
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.
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.
1
2
NC
09/12/2023 - Present
Fidelity Personal AND Workplace Advisors (CARY NC)
NC
01/03/2023 - 08/18/2023
RBC CAPITAL MARKETS, LLC (RALEIGH NC)
NC
01/24/2022 - 11/28/2022
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NY
09/20/2016 - 09/07/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
10/10/2011 - 09/02/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/15/2010 - 10/06/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/03/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/03/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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