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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jane Cordenillo is a financial advisor at Morgan Stanley. Sarah has been in the financial services industry since November 1995, with a long and diverse experience. Her previous employers include Stifel, Nicolaus & Company, Incorporated, Stone & Youngberg LLC, Sterne, Agee & Leach, Inc., Nollenberger Capital Partners Inc., Charles Schwab & Co., Inc., and Pruco Securities Corporation. Sarah is a licensed securities professional with a Series 6, Series 7, and Series 63 license. Sarah specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
08/09/2017 - Present
Morgan Stanley (San Francisco CA)
CA
11/01/2011 - 11/18/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
07/18/2011 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
CA
02/18/2011 - 07/18/2011
STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)
CA
08/14/2006 - 02/14/2011
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
TX
05/05/1994 - 09/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
12/14/1992 - 02/10/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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