Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lall is a financial advisor at Fifth Third Securities, Inc. Sarah has been in the industry for over 20 years, starting her career at Banc One Securities Corporation. She is licensed in several states, including Illinois, Indiana, Michigan, Minnesota, North Carolina, Ohio, Texas, Kansas and Florida. Sarah works with individual investors, business owners, and retirement plans. She provides a variety of financial services, including financial planning, portfolio management, and investment advice. Sarah is committed to helping her clients achieve their financial goals.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/21/2014 - Present
Fifth Third Securities, Inc. (KILDEER IL)
IL
04/07/2011 - 08/20/2014
PNC INVESTMENTS (HUNTLEY IL)
IL
01/08/2008 - 04/08/2011
U.S. BANCORP INVESTMENTS, INC. (PALATINE IL)
IL
07/06/2005 - 01/02/2008
CHASE INVESTMENT SERVICES CORP. (PALATINE IL)
IL
05/22/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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