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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Schiavoni is an investment advisor representative at Macquarie Investment Management Business Trust, based in Philadelphia, PA. Sarah has been in the financial services industry since 2001. Sarah is registered with the states of Maine, Massachusetts, New Hampshire, Pennsylvania, and Rhode Island. She holds Series 66, Series 24, Series 31, Series 7, and SIE licenses.
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.
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.
Structured product/securitization advice/transition management
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.
1
2
PA
12/05/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
NC
07/29/2010 - 01/24/2018
LPL FINANCIAL LLC (CHARLOTTE NC)
CO
02/27/2008 - 06/30/2009
SOUND CAPITAL MANAGEMENT, LLC (COLORADO SPRINGS CO)
MA
04/26/2005 - 01/23/2008
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
04/22/2002 - 04/20/2005
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
08/23/2000 - 04/18/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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