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 Nowfel is a registered investment advisor representative with Pacer Advisors, Inc. Sarah is registered with the state of Pennsylvania and has been in the industry since July 2004. Sarah has a diverse work history including experience at Cambridge Investment Research, Inc., First Financial Equity Corporation and Fidelity Investments Institutional Services Company, Inc. Sarah's areas of expertise include portfolio management for both investment companies and pooled investment vehicles.
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.
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.
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2
PA
01/12/2023 - Present
Pacer Advisors, Inc. (MALVERN PA)
CO
03/05/2021 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (LITTLETON CO)
CO
07/18/2011 - 03/05/2021
FIRST FINANCIAL EQUITY CORPORATION (GREENWOOD VILLAGE CO)
NJ
02/23/2011 - 07/25/2011
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
CO
10/02/2009 - 05/28/2010
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
RI
09/03/2008 - 07/01/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IL
09/06/2006 - 07/11/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
04/27/2005 - 09/11/2006
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
NY
12/11/2004 - 04/29/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
05/19/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
BOTH
Issued 03/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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