Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Leanne Weems is a financial advisor registered with Edward Jones. Sarah is a Series 7, 63, and 65 licensed advisor with more than 10 years of experience in the financial industry. Sarah focuses on providing investment advice and financial planning to individuals and families in the Lusby, MD area. Previously, Sarah was a registered representative with J.P. Morgan Securities LLC. Sarah is committed to helping clients achieve their financial goals through a personalized approach and a deep understanding of their needs.
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.
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.
See schedule d - miscellaneous
1
2
MD
04/14/2022 - Present
Edward Jones (LUSBY MD)
MD
05/21/2021 - 02/03/2022
J.P. MORGAN SECURITIES LLC (Prince Frederick MD)
IA
Issued 08/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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