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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina Peterson is a Registered Representative and Investment Advisor Representative with Alera Investment Advisors, LLC and Triad Advisors, LLC. Sabrina is based in Anchorage, AK and has over 20 years of experience in the financial services industry. Sabrina's current firm, Alera Investment Advisors, LLC, provides a range of financial services to individuals, businesses, and retirement plans. Sabrina has a broad range of experience in investment management, financial planning, and retirement planning. She is dedicated to providing personalized financial advice and helping her clients achieve their financial goals. Prior to joining Alera Investment Advisors, LLC, Sabrina was a Registered Representative with KMS Financial Services, Inc. and Aurora Securities, Inc. She has also served as a board member and finance committee member for Alzheimer's Resource of Alaska. Sabrina is committed to providing her clients with the highest level of service and is committed to upholding the highest ethical standards.
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
AK
11/15/2018 - Present
Alera Investment Advisors, LLC (Anchorage AK)
AK
11/01/2018 - 08/23/2024
TRIAD ADVISORS LLC (Anchorage AK)
AK
12/19/2006 - 11/01/2018
KMS FINANCIAL SERVICES, INC. (ANCHORAGE AK)
AK
12/02/2005 - 12/19/2006
AURORA SECURITIES (ANCHORAGE AK)
NY
10/29/2004 - 08/15/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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