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 Norris is an investment advisor representative at BBR Partners, LLC. Sarah has been in the financial services industry for over 17 years and has experience with various investment strategies. Sarah holds a Series 3, SIE, and Series 7 licenses as well as a Series 63 and Series 65. Sarah is also registered as an investment advisor representative in Illinois and Texas. Sarah specializes in providing financial planning, portfolio management, and selection of other advisors services. She works with a variety of clients, including individuals, high-net-worth individuals, corporations, and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
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
IL
06/28/2021 - Present
BBR Partners, LLC (CHICAGO IL)
IL
10/01/2008 - 08/24/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
02/01/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/28/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 03/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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