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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 Katherine toon De barros is a financial advisor at Fidelity Personal and Workplace Advisors with over 10 years of experience in the financial services industry. Sarah has a Series 7, Series 6, and Series 66 license and has been registered with FINRA since 2008. Sarah provides financial planning, investment management, and educational seminars to individuals, families, and businesses. She is also a registered investment advisor in Texas and Florida. Prior to joining Fidelity, Sarah worked at TD Ameritrade and T. Rowe Price. Sarah's expertise lies in helping clients achieve their financial goals through customized investment strategies.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
06/10/2013 - 03/06/2014
TD AMERITRADE, INC. (FT. LAUDERDALE FL)
FL
07/30/2008 - 06/03/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (BOCA RATON FL)
BOTH
Issued 09/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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