Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Degraw is a financial advisor currently registered with Kestra Private Wealth Services, LLC. Sarah has been working in the financial services industry since July 2020 and has obtained licenses for Series 66, Series 7TO and the SIE exam. Sarah has extensive experience in serving a variety of client needs including individuals, corporations and charitable organizations.
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.
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2
NY
07/09/2021 - Present
Kestra Private Wealth Services, LLC (Middletown NY)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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