Sarah FlisnikCRD Number: 6062414
Current Firm: Paradigm Consulting, Inc.
Sarah Flisnik (CRD# 6062414) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 3 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Cadaret Grant & Co Inc.
M. Griffith Investment Services, Inc.
|Royal Alliance Associates, Inc.||Utica, NY||Jun 2012 - Current||4|
|Hamilton College||Clinton, NY||Aug 2008 - May 2012||3|
|Whitesboro Central School District||Whitesboro, NY||Jan 2002 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management84MILLIONS
Total Number of Accounts419ACCOUNTS
Average Account Value$200,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, NY, PA, TX