Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Merrill Young is a financial advisor who has been working in the industry since October 2008. Sarah is registered with Osaic Wealth, Inc. and currently provides financial services to individuals, corporations and businesses, as well as charitable organizations, high net worth individuals, pension and profit sharing plans, pooled investment vehicles, banking or thrift institutions, and state or municipal government entities. Sarah has a variety of experience in the industry, including working for FSC Securities Corporation and Advantage Capital Corporation. 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.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (ARLINGTON TX)
TX
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (ARLINGTON TX)
TX
10/02/2008 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (ARLINGTON TX)
IA
Issued 10/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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