Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Christian is a financial advisor with over 28 years of experience in the financial services industry. She is registered with Morgan Stanley and is licensed to offer securities and investment advice in multiple states. Sarah's previous experience includes working at Citigroup Global Markets Inc. and J.C. Bradford & Co. Sarah specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutional clients. She is committed to helping clients 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.
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
SC
05/05/2020 - Present
Morgan Stanley (Charleston SC)
SC
07/29/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
NY
03/08/1994 - 08/06/1997
J.C. BRADFORD & CO. (NEW YORK NY)
MO
08/18/1993 - 10/14/1993
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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