Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Goldberg is an investment advisor representative with Osaic Wealth, Inc. located in Beverly Hills, California. Sarah has been in the financial industry for more than 10 years and has a strong background in investment advisory services. Sarah is registered in California, Connecticut and New York. Sarah holds Series 7 and Series 66 securities licenses and has also completed the Securities Industry Essentials Examination. Sarah has experience working with a variety of clients including individuals, corporations, charitable organizations, and retirement plans.
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
CA
06/06/2014 - Present
Osaic Wealth, Inc. (BEVERLY HILLS CA)
CA
01/02/2014 - 03/14/2014
KOVACK SECURITIES INC. (BEVERLY HILLS CA)
CA
09/19/2011 - 12/31/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BEVERLY HILLS CA)
CA
12/23/2010 - 08/09/2011
PURSHE KAPLAN STERLING INVESTMENTS (BEVERLY HILLS CA)
CA
02/05/2010 - 12/14/2010
MUTUAL SECURITIES, INC. (BEVERLY HILLS CA)
BOTH
Issued 08/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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