SARA JEAN ZUCKERMAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with RESET FINANCIAL PLANNING LLC, NECTARINE FINANCIAL, INC..
| Firm | From | To | Current |
|---|---|---|---|
| NECTARINE FINANCIAL, INC. | 2024-04-11 | present | Yes |
| RESET FINANCIAL PLANNING LLC | 2023-07-27 | present | Yes |
| VANGUARD ADVISERS, INC. | 2021-08-19 | 2023-07-05 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-02-25 | 2021-06-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-12-21 | 2019-01-25 | — |