Unclaimed
Sarah Malaykhan is a financial professional with a strong background in the financial services industry. Sarah has worked for PFS Investments Inc. and is currently registered with J.p. Morgan Securities LLC. Sarah holds Series 6, 63, 26, and SIE licenses and is registered in Connecticut, New Jersey, and New York. Sarah specializes in a range of services including Financial Planning, Pension Consulting, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers. Sarah has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/22/2024 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
FL
02/10/2022 - 08/23/2024
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
NY
01/01/2017 - 02/11/2020
PFS INVESTMENTS INC. (BROOKLYN NY)
BC
Issued 05/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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