Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Emily Selin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Frisco, Texas. Sarah has been in the financial industry since 2008 and has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. She is registered to provide investment advice in 36 states. Sarah has passed the Series 6, 7, 63, 66, and SIE exams. In her current role, Sarah is responsible for providing investment advice and portfolio management services to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
03/08/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
12/15/2018 - 02/28/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLANO TX)
TX
07/20/2015 - 02/19/2016
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
04/20/2011 - 08/05/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
06/01/2009 - 05/13/2011
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
04/18/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
07/27/2005 - 05/02/2007
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BOTH
Issued 03/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2018
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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