Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Tepper-fazzari is a Registered Representative and Investment Advisor Representative, active in both the BC and IA scopes. Sarah is affiliated with Fortis Group Advisors LLC, a firm based in Westwood, New Jersey. The firm primarily provides financial planning and portfolio management services. Sarah holds the Series 7, Series 66, and SIE licenses and has been in the industry since September 11, 2022.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NJ
12/12/2022 - Present
Fortis Group Advisors LLC (WESTWOOD NJ)
BOTH
Issued 11/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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