Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Pickering Weese is an investment advisor representative at Morningstar Investment Services LLC. Sarah has been in the financial industry since 1995 and is registered with FINRA. Sarah specializes in providing portfolio management for individuals and businesses. Sarah previously worked at Quasar Distributors, LLC, Russell Investments Financial Services, LLC, Fidelity Investments Institutional Services Company, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.
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.
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.
Aua
1
2
IL
12/12/2023 - Present
Morningstar Investment Services LLC (CHICAGO IL)
ME
01/02/2018 - 09/19/2023
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
WA
03/02/1999 - 07/18/2017
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
RI
12/21/1993 - 07/30/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
09/27/1993 - 12/09/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/27/1993 - 12/09/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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