Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Welch is a financial advisor with Truist Advisory Services, Inc. Sarah has been in the financial services industry since 2003 and has held various roles at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc. and LPL Financial LLC. Sarah holds a Series 7, 63, 65, and 66 securities license and a Series 26 principal license. Sarah is a licensed advisor in Georgia. Sarah offers portfolio management services to individuals and businesses. Sarah also offers financial planning services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
02/24/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
01/07/2014 - 12/24/2014
LPL FINANCIAL LLC (ATLANTA GA)
FL
08/05/2013 - 10/10/2013
SII INVESTMENTS, INC. (THE VILLAGES FL)
GA
12/20/2010 - 10/27/2011
HORNOR, TOWNSEND & KENT, INC. (ATLANTA GA)
GA
04/16/2004 - 01/03/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
04/08/2003 - 04/07/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 2/3/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 6/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 6/3/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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