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 who has been in the industry since 2000. Sarah is currently registered with Fifth Third Securities, Inc. and is also registered as an Investment Advisor Representative in Illinois. Sarah has worked for several other firms in the past, including PNC Investments, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Sarah is licensed to provide financial advice in a variety of areas, including securities, investment company products, and variable contracts. Sarah holds the following licenses: Series 6, Series 7, and Series 63. Sarah is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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 6/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/8/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/2003
Series 7 - General Securities Representative Examination
BC
Issued 5/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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