Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Cruz is a financial professional with over 25 years of experience in the industry. Sarah is registered with Tiaa-Cref Individual & Institutional Services, LLC and holds Series 6 and Series 63 licenses. Sarah is also a SIE exam holder. Sarah specializes in providing financial planning and portfolio management services to individuals and businesses. Sarah is committed to helping her 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/09/1996 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Cruz is the right advisor for you? Invested Better is here to help.
