Sarah PetersCRD Number: 6724779
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sarah Peters (CRD# 6724779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Findlay, OH and has over 3 years of experience in the finance industry.
Sagepoint Financial, Inc.
J.p. Morgan Securities LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Findlay, OH||Nov 2016 - Current||5|
|Findlay Country Club||Findlay, OH||Mar 2014 - Oct 2016||2|
|University Of Findlay||Findlay, OH||Aug 2014 - Jul 2016||1|
|Caribou Coffee||Findlay, OH||Sep 2013 - Jan 2014||< 1|
|Bon Ton||Findlay, OH||Oct 2013 - Nov 2013||< 1|
|Max & Erma's||Findlay, OH||Jan 2010 - Oct 2013||3|
|Owens Community College||Perrysburg, OH||Aug 2009 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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