Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marks is a financial advisor with Steward Partners Investment Advisory, LLC. Sarah has been in the industry since 2000 and holds a Series 6, 7, 26, 63, and 65. Sarah specializes in financial planning, portfolio management, and pension consulting. Sarah is registered with FINRA and the states of Arizona, California, District of Columbia, Florida, Maryland, Nevada, New York, North Carolina, Texas, Vermont, and Virginia. Sarah is also a Certified Financial Planner. Sarah is an advisor for Steward Partners Investment Advisory, LLC, an independent RIA firm with offices in New York and McLean, VA. Steward Partners Investment Advisory, LLC, provides financial advisory services to a variety of clients including individuals, families, corporations, and trusts.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
07/10/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
01/18/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (McLean VA)
VA
12/07/2007 - 01/29/2018
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON VA)
VA
01/09/2006 - 12/11/2007
SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)
MI
08/25/2000 - 01/11/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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