Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Bartlett is an investment advisor representative at Cetera Investment Advisers LLC. Sarah has been working in the financial industry since 2000. Sarah is registered to provide investment advice in California, Connecticut, Massachusetts, Pennsylvania, and Washington. Sarah also holds Series 63, Series 65, Series 7, 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.
A percentage of the total value of assets under management is charged.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (NANTUCKET MA)
MA
10/30/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NANTUCKET MA)
MA
11/12/2012 - 11/07/2014
INFINEX INVESTMENTS, INC. (NANTUCKET MA)
MA
10/04/2010 - 11/02/2012
COMMONWEALTH FINANCIAL NETWORK (NANTUCKET MA)
MA
05/01/2009 - 09/27/2010
ING FINANCIAL PARTNERS, INC. (CENTERVILLE MA)
MA
01/06/2009 - 05/14/2009
LPL FINANCIAL CORPORATION (BOSTON MA)
MA
09/27/2002 - 03/08/2007
CITIGROUP GLOBAL MARKETS INC. (HYANNIS MA)
NY
03/10/1998 - 10/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 4/2/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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