Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Andrade is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the securities industry since January 4, 2016. She has held a variety of positions in the financial services industry, including working for BJ's Brewhouse and Restaurant. Sarah has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service. Sarah is registered to sell securities in 53 states and holds multiple professional licenses, including Series 7, 9, 10, 63 and 66. Sarah provides investment advisory services to individuals, businesses, and trusts. Sarah is a valuable asset to any investor looking for a financial professional 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
BOTH
Issued 12/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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