Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lohrey is a financial advisor with over 6 years of experience in the industry. She has worked at several prominent firms including Morgan Stanley & Co. Incorporated, ALPS Distributors, Inc. and currently at Foreside Funds Distributors LLC. Sarah holds the Series 7, Series 63 and SIE licenses and is registered in 53 states. Sarah is dedicated to providing her clients with comprehensive financial advice and guidance.
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.
1
2
FL
03/20/2023 - Present
Foreside Funds Distributors LLC (BOCA RATON FL)
CO
11/07/2017 - 01/17/2023
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
03/19/2007 - 09/19/2008
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
BC
Issued 12/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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