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Sarah Fahim is a registered representative with Equitable Advisors, LLC, and has been in the financial services industry since 2012. Sarah is a dedicated financial advisor who specializes in helping individuals and families meet their financial goals. She is a Series 7 and Series 66 licensed professional who can provide a wide range of financial services, including investment advice, retirement planning, and insurance planning. Previously, Sarah worked at PNC Investments and T. Rowe Price Investment Services, Inc. Sarah is committed to building long-lasting relationships with her clients and providing them with personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/29/2022 - Present
Equitable Advisors, LLC (SECAUCUS NJ)
NJ
11/03/2017 - 09/09/2020
PNC INVESTMENTS (EDISON NJ)
NJ
07/16/2014 - 05/02/2017
PNC INVESTMENTS (EDISON NJ)
NJ
03/25/2011 - 06/03/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (PARAMUS NJ)
NY
08/26/2008 - 03/14/2011
MBSC SECURITIES CORPORATION (UNIONDALE NY)
BOTH
Issued 07/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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