Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Ruth Porter is a financial advisor with over 38 years of experience in the industry. She has been registered with the Securities and Exchange Commission (SEC) since 1983. Sarah holds the Series 63, 65, 7, and SIE licenses, and has been active with Morgan Stanley since 2010. Previously, Sarah worked with UBS Financial Services, Wachovia Securities, Prudential Securities, and E. F. Hutton & Company. Sarah offers a variety of financial services to her clients, including asset allocation advice, financial planning, pension consulting, and portfolio management. She works with individuals, families, businesses, and institutions.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MA
04/15/2020 - Present
Morgan Stanley (Boston MA)
MA
08/13/2004 - 05/20/2010
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MO
07/01/2003 - 08/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/20/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 02/23/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/25/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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