Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Ellen Brown is a financial advisor with Eagle Strategies LLC and has been in the industry since June 4, 2000. Sarah has experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Sarah is registered to provide investment advice in 16 states, including Arizona, California, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Sarah holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. She is also registered as an investment advisor representative with the state of Idaho.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
04/18/2007 - Present
Eagle Strategies LLC (BOISE ID)
NY
11/24/1999 - 03/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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