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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lynn Cicero is a financial advisor with over 20 years of experience in the industry. Sarah Lynn Cicero is currently registered as a Registered Representative and Investment Advisor Representative with Osaic FA, Inc. Sarah Lynn Cicero is also a Certified Financial Planner. Sarah Lynn Cicero has experience working with individuals, high-net-worth individuals, businesses, and retirement plans. Sarah Lynn Cicero offers financial planning, portfolio management, and retirement planning services. Sarah Lynn Cicero has been registered with FINRA since 2003 and has held registrations in multiple states. In addition to their work with Osaic FA, Inc., Sarah Lynn Cicero also works as an agent for Stone Bridge Advisors, Inc. and offers a variety of insurance products.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
11/06/2023 - Present
Osaic FA, Inc. (ELLICOTT CITY MD)
IN
11/25/2003 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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