Unclaimed
Sarah Marks Dinstuhl is a financial advisor with B. Riley Wealth Management in Memphis, TN. Sarah has been in the financial industry since 2004 and is registered to provide investment advice in Alabama, Florida, Mississippi, and Tennessee. Sarah holds Series 63, SIE, and Series 7 licenses.
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
TN
10/04/2004 - Present
B. Riley Wealth Management (Memphis TN)
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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