Unclaimed
Sarah Monteleone is a financial professional with over two years of experience in the securities industry. Sarah is currently registered with Apollo Global Securities, LLC and holds Series 7, Series 63, and SIE licenses. Prior to joining Apollo Global Securities, LLC, Sarah worked at Goldman Sachs & Co. LLC. Sarah is registered to provide securities services in Delaware, District of Columbia, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, Virginia, and West Virginia.
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
NY
08/27/2024 - Present
Apollo Global Securities, LLC (NEW YORK NY)
PA
07/22/2022 - 09/11/2024
GOLDMAN SACHS & CO. LLC (PHILADELPHIA PA)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sarah Monteleone is the right advisor for you? Invested Better is here to help.