Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Davis is a registered representative with Fidelity Brokerage Services LLC, with over 5 years of experience in the financial industry. Sarah holds Series 7, 9, 10, 24, 63 and SIE licenses. Sarah is licensed to provide financial advice in Massachusetts, Texas, and Utah. Previously, Sarah worked for TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc.
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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2
TX
03/18/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
04/21/2017 - 03/01/2022
TD AMERITRADE, INC. (Southlake TX)
TX
09/18/2019 - 12/31/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
BC
Issued 04/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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