Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Nicole Blass is a financial advisor with Fidelity Personal And Workplace Advisors. Sarah has been in the financial services industry since 2011. Sarah is registered with the state of New York and has 53 total state registrations. Sarah is a Certified Financial Planner.
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.
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.
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2
KY
03/18/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NY
01/23/2018 - 11/11/2021
LPL FINANCIAL LLC (CLIFTON PARK NY)
NY
08/22/2011 - 01/16/2018
CETERA FINANCIAL SPECIALISTS LLC (CLIFTON PARK NY)
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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