Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Silveira is a financial advisor with over 16 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC and has previously worked with Presidio Merchant Partners LLC and Morgan Stanley Smith Barney. Sarah is licensed to provide investment advice in all 50 states and the District of Columbia. Her expertise includes Series 7, Series 66, and SIE exams. Sarah is committed to providing her clients with personalized financial planning 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.
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.
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CA
05/31/2013 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
09/10/2012 - 12/17/2012
PRESIDIO MERCHANT PARTNERS LLC (SAN FRANCISCO CA)
CA
09/18/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
10/04/2006 - 09/14/2009
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
04/21/2006 - 09/20/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined 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 04/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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