Unclaimed
Sarah Patricia Fermin is a registered representative with J.P. Morgan Securities LLC. Sarah has been in the securities industry since June 2022. Sarah is licensed to conduct business in Georgia and is currently working out of the Hiram, GA branch of J.P. Morgan Securities LLC. Sarah holds Series 63, SIE, and Series 6TO licenses.
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
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2
GA
11/22/2022 - Present
J.p. Morgan Securities LLC (HIRAM GA)
GA
06/07/2022 - 11/03/2022
WELLS FARGO CLEARING SERVICES, LLC (POWDER SPRINGS GA)
BC
Issued 11/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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