Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marie Classen is a financial professional with over 11 years of experience in the financial services industry. Sarah is currently registered with Goldman Sachs & Co. LLC in West Palm Beach, Florida. Sarah has previously held positions at Credit Suisse Securities (USA) LLC, TD Securities (USA) LLC, INTL FCSTONE FINANCIAL INC., and KeyBanc Capital Markets Inc. Sarah is also a licensed securities agent in the state of Florida and holds numerous securities licenses including Series 3, 7, 79, 99TO, and SIE. Sarah has a strong background in investment banking and capital markets, and has extensive experience in a wide range of financial products and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
FL
08/15/2022 - Present
Goldman Sachs & Co. LLC (WEST PALM BEACH FL)
NY
05/27/2021 - 08/11/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
02/28/2018 - 05/17/2021
TD SECURITIES (USA) LLC (NEW YORK NY)
NY
09/29/2017 - 02/16/2018
INTL FCSTONE FINANCIAL INC. (NEW YORK NY)
IL
07/26/2010 - 11/21/2016
KEYBANC CAPITAL MARKETS INC. (CHICAGO IL)
BC
Issued 10/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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