Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Madeleine Jones is a financial professional with over 18 years of experience in the industry. Sarah is currently registered with Lazard Asset Management Securities LLC and is licensed to provide investment advice and services in all 50 states, the District of Columbia, and Puerto Rico. Prior to joining Lazard Asset Management Securities LLC, Sarah worked at Ivy Distributors, Inc., Waddell & Reed, UBS Financial Services Inc. and Piper Jaffray & Co. Sarah holds the Series 31, Series 7, and Series 66 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
NY
06/10/2021 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
KS
05/04/2007 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
05/04/2007 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
08/12/2006 - 05/03/2007
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
KS
08/24/2004 - 08/12/2006
PIPER JAFFRAY & CO. (LEAWOOD KS)
MO
04/16/2003 - 05/20/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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