Phyllis Sarabyn, financial advisor Portage MI
93 score

Phyllis Sarabyn

CRD Number: 3105892
Current Firm: Prudential Financial Planning Services

Phyllis Sarabyn (CRD# 3105892) is an Investment Advisor Representative working at Prudential Financial Planning Services in Portage, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Portage, MI Aug 2017 - Current < 1
The Prudential Insurance Company Of America Portage, MI Aug 2017 - Current < 1
Cuna Brokerage Services, Inc. Waverly, IA Aug 2016 - Jul 2017 < 1
Cuna Mutual Group Waverly, IA Aug 2016 - Jul 2017 < 1
Pfs Investments Inc. Portage, MI Mar 2016 - Jul 2016 < 1
Primerica Financial Services Portage, MI Mar 2016 - Jul 2016 < 1
Walgreens Niles, MI Mar 2016 - Mar 2016 < 1
Edward Jones Investments St. Louis, MO Apr 2005 - Jan 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Phyllis A. Sarabyn
Phone Number: 800-235-7637
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,161
    MILLIONS
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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