Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah McBride is a financial advisor at First Horizon Advisors, Inc. based in Germantown, TN. Sarah has been in the industry since 2009. Sarah has a series 6, 7 and 63 licenses and holds a series 65 license as well. Sarah is registered in 24 states, including Louisiana, Tennessee and Texas, and has a total of 25 approved state registrations, 1 approved FINRA registration, 1 approved SRO registration and 3 approved IA state registrations. Sarah primarily focuses on sales of banking products, as well as referral to affiliated entities for investment products, insurance, annuities and advisory 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.
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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TN
11/14/2023 - Present
First Horizon Advisors, Inc. (GERMANTOWN TN)
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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