Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Harris is a financial advisor at Heartwood Wealth Advisors, LLC. She is registered to provide investment advisory services in Virginia. Sarah has been in the financial industry since 2001. Sarah has a Series 65 and Series 66 license. Sarah has previously worked at SunTrust Investment Services, Inc. and SBK Financial, Inc.
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.
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VA
10/07/2021 - Present
Heartwood Wealth Advisors, LLC (RICHMOND VA)
VA
06/22/2001 - 03/30/2007
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
IA
Issued 03/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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