Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Bierle is a registered investment advisor representative at Sanctuary Advisors, LLC. April has been in the financial industry since September 1998. April has 14 state registrations and is registered to conduct business in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Maryland, Nevada, New Hampshire, Texas, Virginia, and West Virginia. April holds Series 7, Series 31, Series 63, and Series 66 licenses. April also has a Notary position, and can notarize documents in person. Sanctuary Advisors, LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/25/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
09/30/1998 - 06/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BOTH
Issued 05/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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