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 Montague is a financial advisor registered with UBS Financial Services Inc.. Sarah has been active in the industry since December 28, 2020. Sarah holds licenses in all states and has a Series 7TO, Series 63 and SIE license. Sarah has a proven track record of providing comprehensive financial advice to a wide range of clients. In addition to her financial advisory experience, Sarah has a background in business and technology. This diverse experience allows Sarah to provide clients with a unique perspective on their financial needs. Sarah is committed to helping her 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.
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.
See schedule d - miscellaneous
1
2
OH
11/25/2024 - Present
UBS Financial Services Inc. (CINCINNATI OH)
KY
12/07/2020 - 11/07/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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