Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Laratonda is a financial advisor registered with Steward Partners Investment Advisory, LLC. Sarah holds Series 7TO, Series 66 and SIE licenses. Sarah has been working in the industry since November 2015. Sarah is currently registered with the state of Texas and New Hampshire. Sarah's current firm has over 21,000 clients and approximately $20 billion in assets under management. The firm's main office is located in New York City.
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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NY
04/10/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
BOTH
Issued 4/8/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/2022
Series 7TO - General Securities Representative Examination
BC
Issued 1/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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