Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jongeward is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the industry since 2009 and is licensed to provide investment advice in 38 states. Sarah has passed several industry exams including the Series 66, SIE, and Series 7. Sarah specializes in providing investment advice to individuals, corporations, and charitable organizations. She also has experience working with insurance companies, pension and profit-sharing plans, and state or municipal government entities. Sarah's firm, Merrill Lynch, has a total of $1.27 trillion in assets under management. The firm offers a variety of services to its clients including portfolio management, financial planning, and research reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
03/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALO ALTO CA)
BOTH
Issued 03/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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