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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 Kelly Vivenzio is a financial advisor with Fidelity Personal And Workplace Advisors. Sarah has been in the industry since August 2015 and is registered in Connecticut, New York and Texas. Sarah has passed both the Series 63 and 65 exams, as well as the Series 7, 9 and 10 exams. Sarah holds the SIE designation and is registered with FINRA. Sarah specializes in retirement planning, college savings, investment management and estate planning. Sarah has experience working with individuals, families, businesses and non-profit organizations.
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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CT
03/24/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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