Sarah Cyr (CRD# 5702559) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Westbrook, ME and has 1 year of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | Westbrook, ME | Jul 2021 - Current | 2 |
| 2 Dine In | South Portland, ME | Sep 2017 - Apr 2024 | 6 |
| Lincoln Financial Securities | Westbrook, ME | Jul 2019 - Jul 2021 | 2 |
| Mainehealth | Portland, ME | Nov 2017 - Jul 2019 | 1 |
| Autoeurope | Portland, ME | Jul 2016 - Nov 2017 | 1 |
| Atlantic Transport | Westbrook, ME | May 2016 - Jul 2016 | < 1 |
| Hms Host | Portland, ME | Mar 2015 - May 2016 | 1 |
| Mandell School | Seoul, | May 2014 - Mar 2015 | < 1 |
| Pagoda Direct English | Seoul, | Oct 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- ME
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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