Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lynn Weitzman is a financial advisor with Pacific Select Distributors, LLC in Newport Beach, CA. Sarah has been in the industry since 2001. Sarah is registered with FINRA and has a Series 63 license. Sarah also holds Series 7, Series 24, Series 26, and Series 6TO licenses.
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.
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.
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2
CA
08/05/2019 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
05/02/2009 - 06/30/2009
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
09/18/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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