Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Shirazi Reznick is a financial advisor at Ameriprise Financial Services, LLC. Sarah has been in the financial industry since September 28, 2008. Sarah holds Series 6, 7, and 66 licenses. Sarah is also a Certified Financial Planner and a Chartered Financial Consultant. Sarah has been registered with Ameriprise since December 2023. Before that, Sarah was registered with Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Sarah specializes in asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for 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.
Asset allocation 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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2
CA
12/01/2023 - Present
Ameriprise Financial Services, LLC (Newbury Park CA)
CA
06/24/2011 - 12/18/2023
EDWARD JONES (NEWBURY PARK CA)
CA
09/14/2009 - 06/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
09/16/2008 - 08/31/2009
WELLS FARGO ADVISORS, LLC (THOUSAND OAKS CA)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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