Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Patricia Levi is a registered representative with Fidelity Personal And Workplace Advisors. Sarah has been in the financial services industry since January 3, 2015. Sarah is currently registered in Florida and Texas. She holds Series 7, 9, 10, 63, and 65 licenses. Sarah specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. She has a background in rental property management and has been an agent for Yeaton Place LLC since August 2020.
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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FL
04/24/2021 - Present
Fidelity Personal AND Workplace Advisors (NORTH PALM BEACH FL)
NH
11/14/2014 - 06/08/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 08/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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