Invested Better
Unclaimed

Unclaimed

Unclaimed

Sarah Jane Hartley

Burch & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sarah? Claim Your Profile

About Sarah Jane Hartley

Sarah Hartley is a registered representative with Burch & Company, Inc. and M&A Securities Group, Inc. Sarah's experience in the financial industry began on March 27, 2018. Sarah has held licenses for Series 63, Series 24, SIE, and Series 79. Sarah is registered in Missouri, North Carolina, and South Dakota.

Firm Information

Sarah Hartley is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sarah Hartley’s Registration & Firm History

MO

09/19/2018 - Present

Burch & Company, Inc. (KANSAS CITY MO)

Not sure if Sarah Jane Hartley is right for you?

Licenses & Designations

BC

Issued 08/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Jane Hartley.
Not sure if Sarah Jane Hartley is right for you?