Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Giunta is a registered investment advisor representative with Yieldstreet. Sarah has been in the industry since 2013, previously working with Cohen & Steers Securities, LLC and ALPS Distributors, Inc. Sarah is licensed in 49 states and the District of Columbia as an Investment Advisor Representative and also holds Series 7, 63, 65 and SIE licenses. Sarah has experience in portfolio management for investment companies and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
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.
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2
NY
01/25/2024 - Present
Yieldstreet (NEW YORK NY)
NY
07/12/2016 - 04/02/2020
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
10/01/2013 - 06/23/2016
ALPS DISTRIBUTORS, INC. (NEW YORK CITY NY)
IA
Issued 07/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/31/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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