Unclaimed
Sarah Cirillo is an investment advisor representative for Equitable Advisors, LLC. Sarah is registered in the state of New York for both broker-dealer and investment advisor activities. Sarah has been in the securities industry since December 20, 2023. Sarah has passed the Series 66, Series 7TO, and SIE exams. Sarah is located at 350 Essjay Road, Suite 300, Williamsville, NY 14221.
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
NY
07/24/2024 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
BOTH
Issued 02/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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