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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Pelikan is a financial advisor with Edward Jones. Sara has been in the financial services industry since November 8, 2011. Sara is a licensed investment advisor representative in Missouri and Texas. Sara holds Series 7, 9, 10, 24, and 66 licenses. Sara's areas of specialization include retirement planning, college savings, estate planning, insurance, and investment management. Sara has experience working with individual investors, small business owners, and families. Sara's goal is to help her clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MO
03/10/2022 - Present
Edward Jones (O Fallon MO)
MO
02/19/2007 - 06/28/2013
CUTTER & COMPANY, INC. (BALLWIN MO)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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