Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Burrows is a financial advisor registered with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 advisors and approximately 1 million client accounts. Sarah has been in the financial industry since 1998 and is licensed to offer a range of services, including financial planning, portfolio management, and pension consulting. Sarah has held previous positions at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Sarah's current position is in Saddle River, New Jersey, where she works with both individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
12/13/2019 - Present
Raymond James Financial Services Advisors, Inc. (SADDLE RIVER NJ)
NJ
10/13/2008 - 03/19/2019
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NY
10/01/1997 - 10/15/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 07/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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