Unclaimed
Sarah Lynne Kirschbaum is a financial professional with over 20 years of experience in the industry. Sarah is currently registered with State Street Global Markets, LLC in Boston, MA. Previously, Sarah has held positions at BNY Mellon Capital Markets, LLC, Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC, and Deutsche Bank Securities Inc. Sarah is licensed to provide securities advice in all 50 states and the District of Columbia. She holds the Series 7, Series 63, and SIE 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.
1
2
MA
05/11/2022 - Present
State Street Global Markets, LLC (BOSTON MA)
NY
04/27/2021 - 03/14/2022
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NY
07/23/2007 - 06/10/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/09/2005 - 04/17/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/14/2001 - 05/24/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 09/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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