Unclaimed
Sarah Pulsifer is a financial advisor with over 15 years of experience in the industry. Sarah is currently registered with National Financial Services LLC, Fidelity Distributors Co. LLC, and Fidelity Brokerage Services LLC. Sarah's primary focus is on helping investors achieve their financial goals. Sarah holds FINRA Series 7, 24 and 63 licenses. She also has earned the SIE certification. Sarah is licensed in all 50 states and the District of Columbia.
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.
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.
1
2
MA
01/08/2015 - Present
National Financial Services LLC (BOSTON MA)
MA
01/08/2015 - 05/18/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (BOSTON MA)
MA
11/11/2005 - 12/31/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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