Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Anita Uribe is a financial advisor with Ameriprise Financial Services, LLC, registered to provide investment advice in California. Sara has been in the financial services industry since June 2012 and has experience working with a variety of clients, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses. She is licensed to offer investment advice in the state of California, having passed the Series 66 and Series 7TO exams. Sara specializes in asset allocation, financial planning, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
1
2
CA
03/19/2024 - Present
Ameriprise Financial Services, LLC (UPLAND CA)
CA
10/09/2023 - 03/19/2024
AMERIPRISE FINANCIAL SERVICES, LLC (San Dimas CA)
BOTH
Issued 05/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sara Uribe is the right advisor for you? Invested Better is here to help.
