Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Ashley Laclair is a financial advisor with Capital Insight Partners, LLC. Sara has been in the financial services industry since 2013. Sara is registered as a registered representative and investment advisor representative in Arizona. Sara has a Series 7, Series 66, and SIE license. Sara is also a Chartered Financial Analyst (CFA). Sara has experience working with high net worth individuals, individuals other than high net worth, investment companies, and pension and profit-sharing plans. Sara's firm, Capital Insight Partners, LLC, provides financial planning, investment counseling, portfolio management for individuals, portfolio management for investment companies, portfolio management for businesses, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Investment counseling
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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AZ
10/22/2018 - Present
Capital Insight Partners, LLC (SCOTTSDALE AZ)
AZ
10/21/2015 - 10/04/2018
VOYA FINANCIAL ADVISORS, INC. (GILBERT AZ)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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