Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Rose Manning is a financial advisor with Fidelity Personal and Workplace Advisors. Sarah has been in the industry for 6 years, and is registered as an Investment Adviser Representative and as a General Securities Representative. Sarah earned the Series 6, 7, 63 and 65 licenses. Sarah has a broad range of experience and specialties. Sarah offers a wide range of advisory services, including portfolio management for individuals and businesses, financial planning and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/01/2015 - 05/13/2021
WELLS FARGO CLEARING SERVICES, LLC (MAGNOLIA TX)
IA
Issued 06/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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