Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Larson is a registered representative with J.P. Morgan Securities LLC, holding both a Series 7TO and a Series 66 license. Sarah has a proven track record of success in the financial services industry, having previously worked for M&T Securities, Inc. Sarah has been in the industry for over 6 years. Sarah's background includes providing financial planning and portfolio management services to a diverse clientele, including high-net-worth individuals, corporations, and retirement plans. Sarah is committed to building long-lasting relationships with clients by providing personalized financial advice and strategies tailored to their specific needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/08/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
06/04/2016 - 09/22/2017
M&T SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 03/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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