Sara Carvalho (CRD# 4042764) is an Investment Advisor Representative working at Mma Securities LLC in Boston, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Securities LLC | Boston, MA | Jan 2016 - Current | 8 |
| Mma Agency | Boston, MA | Aug 2015 - Current | 8 |
| Mmc Securities Corp. | Boston, MA | Aug 2015 - Jan 2016 | < 1 |
| Empower Retirement/great West Financial | Andover, MA | Oct 2000 - Jul 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MA
- NH
- NY
- RI
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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