Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Jean Sterns is a registered investment advisor representative with Snowden Capital Advisors LLC, based in San Antonio, Texas. Lara has been in the industry since 1987, and has experience with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Lara holds the Series 63, Series 7, and SIE licenses. Lara's expertise includes financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Lara primarily works with high-net-worth individuals, corporations, and charitable organizations.
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
TX
08/24/2018 - Present
Snowden Capital Advisors LLC (San Antonio TX)
TX
04/04/2005 - 08/27/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
NY
08/17/2000 - 03/31/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TN
04/24/1995 - 07/05/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
04/13/1994 - 05/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/21/1987 - 02/24/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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