Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Urcino is a financial professional with Key Investment Services LLC. Sarah has been in the industry since February 11, 2024 and is licensed to provide investment advice in Utah. Sarah holds the Series 63, Series 6TO and SIE licenses. Sarah specializes in working with high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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UT
02/12/2024 - Present
KEY Investment Services LLC (TAYLORSVILLE UT)
BC
Issued 02/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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