Years of Experience
5-20+ Years
Baltimore, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Khan is a registered representative at Morgan Stanley & Co. LLC. Sarah has been in the securities industry since August 8, 2021. Sarah has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Sarah is licensed to conduct business in the State of Maryland.
SPECIALIZATIONS
No specializations listed.
Bethesda, MD
0 Disclosures
ADVISOR BIO
Sarah Eatman Kyle is an Investment Advisor Representative at The Colony Group, LLC. Sarah is a Registered Investment Advisor with the state of Maryland. The Colony Group, LLC, provides a variety of services to individuals, families, corporations, and institutions. They offer financial planning, portfolio management, and other related services. Sarah is also a Series 65 licensed individual. Sarah holds a specialization in the following areas: 1, 2, 3, 4, 5, 6, 9, 10.
SPECIALIZATIONS
HUNT VALLEY, MD
0 Disclosures
ADVISOR BIO
Sarah Dzbynski is an active Registered Representative associated with MML Investors Services, LLC. Sarah joined the firm in June of 2024 and works out of the Hunt Valley office in Maryland. Sarah holds Series 7TO, SIE and 66 securities licenses. She is experienced in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. Sarah also provides asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers.
SPECIALIZATIONS
CHESTERTOWN, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Van fossen Schut is a financial advisor who has been working in the financial services industry since January 1, 2016. Sarah is currently registered with Cetera Investment Advisers LLC in Chestertown, Maryland. Sarah holds the Series 66, SIE and Series 7 licenses. Sarah also has the Certified Financial Planner designation. Sarah has worked for a number of other firms, including RAYMOND JAMES FINANCIAL SERVICES, INC. and Radcliffe Corp. Services. Sarah also owns Envision Wealth Planning LLC DBA Envision Wealth Planning.
SPECIALIZATIONS
HUNT VALLEY, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Rosenthal is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the financial industry since 1996 and has a wide range of experience in the field. Sarah is a registered representative in Maryland and Texas. Sarah is also a registered investment advisor in Maryland and Texas. Sarah is dedicated to providing her clients with personalized financial advice and guidance.
SPECIALIZATIONS
Baltimore, MD
25 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Gieske is a financial advisor with Foreside Fund Services, LLC. Sarah has been in the financial services industry since 2000. Sarah has a Series 7 and Series 63 license. Sarah has been registered with the state of Maryland since 2022.
SPECIALIZATIONS
No specializations listed.
BALTIMORE, MD
23 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Lange is a financial professional with over 20 years of experience in the industry. Sarah is currently registered with Stifel, Nicolaus & Company, Inc. and holds the Series 63, SIE and Series 7 licenses. Sarah has previous experience with Wachovia Capital Markets, LLC and Wachovia Securities, LLC. Sarah is registered in Maryland. Stifel, Nicolaus & Company, Inc. is a full-service investment firm headquartered in St. Louis, Missouri. The firm offers a wide range of financial services to individual and institutional clients, including investment management, brokerage, and wealth management. Stifel, Nicolaus & Company, Inc. has over 2,500 financial advisors and $149.2 billion in assets under management.
SPECIALIZATIONS
CHEVY CHASE, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Brooke Murphy is an Investment Advisor Representative with RBC Capital Markets, LLC. Sarah has been in the industry since June 2019 and is licensed in 31 states. She is a Series 7, Series 66, and SIE license holder. Sarah has experience working with a variety of clients, including individuals, corporations, trusts, and pension plans. She is dedicated to providing her clients with personalized financial advice and investment strategies to help them reach their financial goals.
SPECIALIZATIONS
BALTIMORE, MD
35 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Sabiston Pelletier is a financial advisor with over 30 years of experience in the financial services industry. Sarah is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Sarah worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and FORESIDE FUND SERVICES, LLC. Sarah has a strong background in providing financial advice to individuals, families, and businesses. She holds Series 7, Series 63, and Series 66 licenses, and is also registered as an Investment Advisor Representative in Maryland. Sarah is committed to providing her clients with personalized financial guidance and investment strategies designed to help them achieve their financial goals.
SPECIALIZATIONS
Baltimore, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Sarah V. Lawrence is a financial professional registered with Morgan Stanley & Co. LLC. Sarah has been in the industry for a few months and holds the Securities Industry Essentials (SIE) and Operations Professional Examination (Series 99TO) licenses. Sarah is currently located in Baltimore, MD.
SPECIALIZATIONS
No specializations listed.