Unclaimed
Sarah Payton chatham Morgan is an investment advisor representative and registered representative with Steward Partners Investment Advisory, LLC, based in Guntersville, Alabama. Sarah has been in the industry for approximately 2 years, specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sarah previously worked for Raymond James Financial Services, Inc. in the same city. Sarah is registered with the state of Alabama.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
AL
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (GUNTERSVILLE AL)
AL
09/28/2022 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Guntersville AL)
BOTH
Issued 2/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/3/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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