Sarah S. Behr
Professional summary
Sarah Shivers Behr, who also goes by Sarah Shivers Heiden, Sarah Ellen Shivers, Sarah Shivers, is a registered financial advisor currently at SIMPLIFY FINANCIAL PLANNING located in San Francisco, California.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sarah has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Shivers Behr's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2018 - Present
SIMPLIFY FINANCIAL PLANNING
December 18, 2015 - May 1, 2017
WELLS FARGO CLEARING SERVICES, LLC
December 18, 2015 - May 1, 2017
WELLS FARGO CLEARING SERVICES, LLC
June 19, 2015 - December 22, 2015
CREDIT SUISSE SECURITIES (USA) LLC
June 19, 2015 - December 22, 2015
CREDIT SUISSE SECURITIES (USA) LLC
December 23, 2013 - May 26, 2015
UBS FINANCIAL SERVICES INC.
November 11, 2013 - May 26, 2015
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2018)
Exams
Current Firm
SIMPLIFY FINANCIAL PLANNING
CRD#: 296175 / SEC#:
Contact information
Red Flags
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