Unclaimed
Sarah Rachel Reber is a registered representative with Goldman Sachs & Co. LLC and is licensed to offer securities in all 50 states, Washington D.C., Puerto Rico, and the Virgin Islands. Sarah is a Series 7, Series 99 and Series 63 license holder, with a background in operations. Sarah began her career in the financial services industry on May 17, 2019, at Morgan Stanley. Prior to joining Goldman Sachs & Co. LLC, Sarah worked at Morgan Stanley in South Jordan, Utah. Sarah specializes in providing financial planning services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
WA
08/09/2019 - Present
Goldman Sachs & Co. LLC (SEATTLE WA)
UT
04/26/2019 - 07/17/2019
MORGAN STANLEY (SOUTH JORDAN UT)
BC
Issued 06/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
Series 99TO - Operations Professional Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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