Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Minakary is an investment advisor representative who has been in the industry since September 2008. Sarah is registered with Hightower Advisors, LLC and has a current registration in California. Sarah has previously been associated with Morgan Stanley and Morgan Stanley & Co. Incorporated. Sarah is a Registered Representative and Investment Advisor Representative and has passed the Series 66, Series 7, Series 31, and SIE exams. Sarah is affiliated with R2M Management CA, LLC, providing administrative services related to the RIA practice. Sarah has a specialization in Financial Planning.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
03/21/2016 - Present
Hightower Advisors, LLC (Newport Beach CA)
CA
06/01/2009 - 04/11/2016
MORGAN STANLEY (NEWPORT BEACH CA)
CA
09/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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