Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Laurene Santeufemio is a financial professional with over 15 years of experience in the financial services industry. Sarah is registered with MML Investors Services, LLC. Sarah has held previous positions with NYLIFE Securities LLC, PNC Investments and MetLife Securities Inc.. Sarah holds a Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. Sarah is also a Certified Financial Planner. Sarah specializes in asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management. Sarah is committed to providing her clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
11/06/2018 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
MD
10/17/2017 - 08/09/2018
NYLIFE SECURITIES LLC (TIMONIUM MD)
MD
01/28/2014 - 10/10/2017
PNC INVESTMENTS (BALTIMORE MD)
MD
07/28/2008 - 01/21/2014
METLIFE SECURITIES INC. (BALTIMORE MD)
BOTH
Issued 05/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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