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50,030 Results
Unclaimed

MacQuarie Investment Management Business Trust

location

PHILADELPHIA, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sara Nicole Motusesky is an investment advisor representative registered with Macquarie Investment Management Business Trust. Sara Nicole Motusesky has been in the industry since September 20, 2021. Prior to joining Macquarie Investment Management Business Trust, Sara Nicole Motusesky was registered with NYLIFE DISTRIBUTORS LLC in New York, New York. Sara Nicole Motusesky holds the Series 63, Series 65, Series 7 and SIE licenses. Sara Nicole Motusesky specializes in providing investment advisory services to individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Sara Elizabeth Lamberto is a financial advisor with Onedigital Investment Advisors in Overland Park, KS. Sara has been in the financial industry since 2007. Sara holds the Series 6, Series 63, and Series 65 licenses. Sara provides financial planning, portfolio management, and pension consulting services. Sara serves a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Sara previously worked at LPL Financial LLC and NRP FINANCIAL, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sara Marie Brown is an investment advisor representative with Robert W. Baird & Co. Inc. She is registered with the state of Wisconsin. Sara Marie Brown has been in the industry since March 5, 2005. Prior to joining Robert W. Baird & Co. Inc., Sara Marie Brown was employed with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC in Milwaukee, WI. Sara Marie Brown also worked for AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Sara Marie Brown holds the following licenses and certifications: Series 66, Series 9, Series 10, Series 99TO, SIE, and Series 7. Sara Marie Brown has a special focus in these areas: * Investment advisory services * Financial planning * Portfolio management for individuals * Portfolio management for businesses * Portfolio management for investment companies * Portfolio management for pooled investment vehicles * Pension consulting * Educational seminars * Selection of other advisors * Publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Bettendorf, IA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sara Schreck is a registered representative with RBC Capital Markets, LLC. Sara has been in the industry since 2016 and has been registered in both Iowa and Texas. Sara is a Series 66 and Series 7 licensed professional. Previously, Sara was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sara specializes in a variety of investment solutions, including portfolio management for individuals, businesses, and pooled investment vehicles. Sara is located at the Bettendorf, IA office of RBC Capital Markets, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

EVANSVILLE, IN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sara Ann Springer is an investment advisor representative who works at Robert W. Baird & Co. Inc. based in Evansville, Indiana. Sara has been in the industry for 11 years and is registered with 31 states, FINRA and the state of Indiana as an Investment Advisor Representative. Sara obtained Series 7TO, Series 63 and Series 65 licenses, and holds a Series 66 license. Sara is licensed to provide securities advice and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

WEST DES MOINES, IA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sara O'Brien is a financial advisor with Stifel, Nicolaus & Company, Inc. She has been in the industry since 2008 and has experience with various financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA ADVISOR NETWORKS LLC, and VOYA FINANCIAL ADVISORS, INC.. Sara holds Series 6, 7, 63, and 65 licenses and has a broad range of financial planning and investment management experience.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sara Naison-tarajano is a financial professional with over 23 years of experience in the financial services industry. Sara is currently registered with Goldman Sachs & Co. LLC, and holds a broad range of licenses and certifications. Sara specializes in a variety of financial products and services, including securities trading, investment advisory, and financial planning. Sara has a proven track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sara Ashley Gannon is a financial advisor who has been active in the industry since 2017. Sara holds the Series 63, 66 and 7 licenses. She is a registered Investment Advisor in Arizona and Texas. Sara works as a financial advisor at Vanguard Advisers, Inc. Sara offers investment management and financial planning services for individuals, families, and businesses. Sara also has experience with portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sara Victoria Roure parera is a financial advisor with over 7 years of experience in the industry. Sara Victoria is currently registered with Goldman Sachs & Co. LLC and has a Series 7, Series 63, and SIE license. Prior to joining Goldman Sachs & Co. LLC, Sara Victoria worked at Blackstone Securities Partners L.P. and Foreside Fund Services, LLC. Sara Victoria's areas of expertise include portfolio management for individuals, businesses, and pooled investment vehicles. Sara Victoria's previous employers include Blackstone Securities Partners L.P. and Foreside Fund Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Greenville, SC

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sara Holler is a financial advisor with over 20 years of experience in the industry. Sara is currently registered with Robert W. Baird & Co. Inc. and is licensed in South Carolina. Sara has a broad range of experience, having worked with a variety of firms, including Princor Financial Services Corporation and Legg Mason Wood Walker, Incorporated. Sara has held various roles in the financial services industry, including financial advisor, investment advisor representative, and registered representative. Sara has a proven track record of success in helping clients achieve their financial goals. Sara is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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