Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Jayne Sauer is an investment advisor representative at Zacks Investment Management, Inc. Paula Sauer has been in the financial services industry for over 30 years, and has held various positions in firms such as Zacks & Company, MML Distributors, LLC, Touchstone Securities, Inc., and Kemper Financial Services, Inc. Paula Sauer is registered with the state of Illinois as an investment advisor representative, and is also registered with the state of Louisiana, New Hampshire and Texas as an investment advisor representative. Paula Sauer has passed the Series 63, Series 65 and Series 7 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/12/2011 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IL
12/08/2004 - 04/06/2005
ZACKS & COMPANY (CHICAGO IL)
MA
06/08/1999 - 09/28/2004
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
OH
08/26/1994 - 05/19/1999
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NA
11/21/1989 - 04/12/1994
KEMPER FINANCIAL SERVICES, INC.
MA
03/31/1989 - 10/25/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/20/1985 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
IA
Issued 12/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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