Financial Consultant & Investment Adviser
I am a Successful Financial Adviser & I am very passionate and dedicated to my work in the financial markets. I have acquired expert skills and knowledge necessary to boost your portfolio profits & diversify your investments adequately.
53+ State Licenses 1000+ Satisfied Clients 21+ Years of Experience 1500+ Portfolios Handled
I am a registered & licensed investment consultant with a passion for financial market trading & investments. Throughout the course of my career, I have been registered with eight prestigious investment firms, passed four brokerage examinations and gotten accreditation with licenses in about fifty-three states in the US.
Current Firm TRUIST INVESTMENT
SERVICES, INC.
Experience21+
Years
Client Reviews 99%
Satisfactory
Years of Financial Market Trading & Investment Experience
Investment Adviser
Investment Adviser
Investment Adviser
Stock Broker
Investment Adviser
FINRA
New York Stock Exchange
2021 - Present
(4 years)
2018 - 2021
(3 years)
2014 - 2018
(3 years)
2014 - 2014
(less than 1 year)
2012 - 2013
(less than 1 year)
2010 - 2010
(less than 1 year)
2001 - 2010
(9 years)
2001 - 2001
(less than 1 year)
Feb 22, 2001
Jan 21, 2004
Oct 1, 2018
Feb 09, 2001
I totally enjoying working with Sarah Huey Vann, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.
I found my way to Sarah Huey during the COVID pandemic, I had lost so much trading at home because I had no solid background on the concept of trading & investments. Sarah literally showed me the ropes step by step, and now I can comfortably trade on my own.
I found out the hard way that trading without guidance in the financial markets is risky & quite unprofitable. Luckily enough, I stumbled across Sarah's website and contacted her; within two months, my trading portfolio & other investment options started to surprisingly improve after a long streak of losses.
I got in contact with Sarah Huey through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.
Reviews
Frequently asked questions (FAQ)
for prospective clients.
Financial advisors are tasked with managing every aspect of your financial life, from retirement planning to estate planning to savings and investing. They are responsible for more than just suggesting investment choices or selling financial products. They assess your financial status and understand your financial goals and create a tailored financial plan to achieve those goals. They can help reduce the taxes you pay and maximize the returns on any financial assets you may own.
A personal financial advisor is a professional who provides financial advice and services to clients according to their specific needs.
A registered investment advisor (RIA) professionally manages investment portfolios and advises on investment strategies. You would learn more about RIAs and our activities once we start working together.
The financial planner is one particular type of financial advisor who specializes in helping companies and individuals create a program to meet long-term financial goals.
A financial planner might have a specialty in investments, taxes, retirement, and/or estate planning. Further, the financial planner may hold various licenses or designations, such as the Certified Financial Planner (CFP) designation. Financial planners may specialize in tax planning, asset allocation, risk management, retirement planning, and/or estate planning.
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