Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Roberta Stubbs is an Investment Advisor Representative associated with Beacon Pointe Advisors, LLC. She is registered with the state of Texas. Sarah has been in the securities industry for at least 5 years and has passed the Series 63, Series 65, Series 7 and SIE exams. Prior to joining Beacon Pointe Advisors, LLC Sarah worked for UBS Financial Services Inc in Dallas, TX. Sarah has experience working with High Net Worth Individuals, corporations or other businesses, individuals other than high net worth, charitable organizations and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
08/29/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
TX
03/02/2020 - 08/29/2023
UBS FINANCIAL SERVICES INC. (DALLAS TX)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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