Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah McGrane is a financial advisor with over 25 years of experience in the industry. Sarah has been registered with the state of Texas since 2021. Sarah is a registered representative of Wealthpenn.comllc and is a member of FINRA. Prior to joining Wealthpenn.comllc, Sarah was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sarah has also held positions at Raymond James & Associates, Inc., J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, Bear, Stearns & Co. Inc., Foreside Fund Services, LLC, SWS Financial Services, BancAmerica Securities, Inc., and Lehman Brothers Inc. Sarah specializes in providing financial advice to individuals, businesses, and investment companies. Sarah holds the Series 7, Series 63, and Series 66 licenses. Sarah is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/26/2021 - Present
Wealthpenn.comllc (Dallas TX)
TX
06/19/2017 - 07/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/18/2013 - 06/13/2017
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
05/24/2007 - 04/26/2012
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
06/23/2006 - 05/18/2007
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
TX
10/13/2005 - 06/20/2006
BEAR, STEARNS & CO. INC. (DALLAS TX)
ME
01/03/2005 - 07/15/2005
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
TX
12/02/1997 - 12/31/2004
SWS FINANCIAL SERVICES (DALLAS TX)
CA
03/13/1997 - 10/01/1997
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
NY
03/19/1993 - 12/22/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 8/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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