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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marie Robinson is a financial advisor registered with Fidelity Personal And Workplace Advisors. Sarah is licensed to provide investment advice in 53 states and the District of Columbia. Sarah's career in the financial industry began on May 4, 2018, and she has worked for T. Rowe Price Investment Services, Inc. and Fidelity Investments. Sarah has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Uniform Combined State Law Examination. Sarah can help individuals, high-net-worth individuals, corporations, and pension plans with their financial planning needs.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
08/11/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
CO
04/05/2018 - 06/07/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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