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 Hipolito is a financial advisor at Morgan Stanley, with over 6 years of experience in the financial services industry. Sarah has experience in both retail and institutional settings, having previously worked at Merrill Lynch and STK Las Vegas. Sarah is registered to provide investment advisory services in 52 states and holds the Series 7TO, SIE and Series 66 licenses. Sarah has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Sarah specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals and businesses.
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
CA
04/13/2022 - Present
Morgan Stanley (Palo Alto CA)
CA
05/10/2021 - 01/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BOTH
Issued 08/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2021
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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