Unclaimed
Sarah Casey is an active investment advisor representative with Morgan Stanley. Sarah has been working in the industry since 2013 and holds the Series 7TO, Series 66 and SIE licenses. Sarah is registered with the state of North Carolina and Texas. She works at the Morgan Stanley branch located in Winston-Salem, North Carolina. Sarah is also registered as an investment advisor representative in 38 other states. In addition to Sarah's work with Morgan Stanley, Sarah is also a proprietor, partner, officer, director, employee, trustee, agent with The Katharine Brasserie & Bar. Sarah is also currently working with the Kimpton Hotel & Restaurant Group, LLC, a restaurant/bar/nightclub, in Winston Salem, North Carolina.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
07/31/2023 - Present
Morgan Stanley (Winston-Salem NC)
BOTH
Issued 07/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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