Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Deatherage is a financial advisor with Edward Jones. Sarah has been in the financial services industry for 5 years and has extensive experience in financial planning and portfolio management. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses. Sarah is also a registered investment advisor in multiple states. She is committed to providing her clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
CO
11/19/2024 - Present
Edward Jones (FIRESTONE CO)
CA
07/14/2023 - 10/06/2023
KOVACK SECURITIES INC. (Orange CA)
CA
03/09/2021 - 11/15/2022
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
07/15/2020 - 10/02/2020
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
08/02/2018 - 06/02/2020
WELLS FARGO CLEARING SERVICES, LLC (LAGUNA NIGUEL CA)
IA
Issued 06/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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