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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarajean? Claim Your ProfileSarajean Barbara Depalma is a financial professional with over 8 years of experience in the financial services industry. Sarajean is currently registered with Morgan Stanley. Before joining Morgan Stanley, Sarajean worked at PARK AVENUE SECURITIES LLC and LINCOLN INVESTMENT. Sarajean holds Series 7, 63, 65, 66, and SIE licenses. Sarajean specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, charitable organizations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities.
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
NJ
01/07/2021 - Present
Morgan Stanley (Morristown NJ)
NJ
10/16/2015 - 12/26/2017
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NJ
03/08/2014 - 11/25/2014
LINCOLN INVESTMENT (WARREN NJ)
BOTH
Issued 12/04/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2014
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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