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Sarah Braddock, CFS.

Sarah Braddock, CFS.

Financial Advisor

Followers of Sarah Braddock, CFS.327 followers
location of Sarah Braddock, CFS.Beverly Hills, California, United States

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  • Timeline

  • About me

    Vice President of Investments at Muriel Siebert & Co., Inc.

  • Education

    • Baruch College, Zicklin School of Business

      2013 - 2016
      Bachelor of Business Administration (BBA) Finance, General GPA:3.99

      Activities and Societies: Valedictorian Candidate- Class of 2016, Dean's List all 4 years, Teacher's Assistant

    • Oklahoma City University

      -
      Dance Performance GPA: 4.065

      Activities and Societies: Dean's List, OCU Dance Team, American Spirit Dance Company, Alpha Phi Sorority

  • Experience

    • Searchlight Financial

      Jul 2016 - Feb 2017
      Financial Advisor

      Financial Advising, Wealth Management, Retirement Planning, Social Security Planning, Presenting Financial Seminars with use of Microsoft PowerPoint, Portfolio Spreading/Analysis with Microsoft Excel, Side-by-Side Portfolio Comparisons

    • Muriel Siebert & Co., Inc.

      Feb 2017 - now
      Vice President of Investments- Wealth Management

      As a fully registered Financial Advisor as well as Securities Representative, Sarah is qualified to not only place trades and sell financial products, but also to advise clients and assist them in making the best financial decisions for their needs. Skills include the extensive use and knowledge of:SalesforceGorilla CRM SoftwareADP, Broadridge, and Envestnet platformsLaserficheMicrosoft Excel

  • Licenses & Certifications

    • Certified Funds Specialist (CFS)

      Institute of Business & Finance
      Feb 2019

    • CA Life Insurance License

      California Department of Insurance

    • Series 65 Securities License

      NASAA
      Jan 2017

    • Series 63 Securities License

      NASAA
      Jun 2018

    • Series 7 Securities License

      FINRA
      Mar 2018

  • Volunteer Experience

    • Donation Collection

      Issued by Broadway Cares/Equity Fights AIDS
      Broadway Cares/Equity Fights AIDSAssociated with Sarah Braddock, CFS.

    • Volunteer

      Issued by Garden of Dreams Foundation
      Garden of Dreams FoundationAssociated with Sarah Braddock, CFS.