Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Quigley Morey is a registered representative with Oppenheimer & Co. Inc. with offices in Boston, Massachusetts. Sarah is active in both the Securities and Investment Advisory industries. Sarah has a Series 7TO and Series 66 license, and has been in the industry since 2023. Sarah has experience working in a variety of industries and roles including retail, political organizing, and court administration, which gives her a diverse perspective. Sarah has a strong background in financial planning and portfolio management, and is committed to helping her clients reach their financial goals.
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.
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.
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.
1
2
MA
04/16/2024 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
BOTH
Issued 4/4/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/7/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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