Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Dailey is an investment advisor representative, currently registered with John Hancock Investment Management LLC. Sarah has been active in the securities industry since April 2018, and has a broad range of experience in providing investment advisory services. Sarah holds both Series 7 and 66 licenses. Sarah is registered with the Securities and Exchange Commission (SEC) and has been registered with the state of Massachusetts since March 2021. Sarah has experience working for several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and John Hancock Distributors LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
MA
03/30/2021 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
10/04/2021 - 12/04/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
11/16/2017 - 09/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Dailey is the right advisor for you? Invested Better is here to help.
