Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah O'neill White is a financial advisor with Fidelity Personal And Workplace Advisors in West Hartford, CT. Sarah has been working in the financial services industry since 2013. She has a Series 7 and Series 66 license. She also holds the Certified Financial Planner designation. Sarah is registered to provide investment advisory services in Connecticut, Massachusetts and Texas. Prior to joining Fidelity Personal And Workplace Advisors, Sarah worked at UBS Financial Services Inc. and Santander Securities LLC.
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
CT
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
MA
02/27/2017 - 03/20/2019
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
CT
08/05/2016 - 03/02/2017
SANTANDER SECURITIES LLC (ENFIELD CT)
CA
03/22/2013 - 01/07/2015
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
MO
03/04/2013 - 03/21/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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