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 White is a financial professional with over 5 years of experience in the financial services industry. Sarah has a strong background in investments and financial planning, and is passionate about helping clients achieve their financial goals. Sarah currently works as a Registered Representative for Stifel, Nicolaus & Company, Inc., a firm that provides a wide range of financial services to individual and institutional clients. Prior to joining Stifel, Nicolaus & Company, Inc., Sarah worked for T. Rowe Price Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sarah is dedicated to providing her clients with personalized financial advice and guidance, and she is committed to building long-term relationships with her clients. Sarah holds the Series 7, Series 66, 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.
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.
1
2
MD
02/22/2024 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
06/05/2019 - 04/07/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
05/11/2018 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 07/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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