Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Botkin is a financial advisor who has been in the industry for over 20 years. Sara is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Sara has held positions with several prominent firms, including Hefren-Tillotson, Inc., Citigroup Global Markets Inc., Morgan Stanley, and currently with Private Advisor Group, LLC. Sara has a strong track record of providing financial advice and investment management services to a diverse clientele, including individuals, families, businesses, and retirement plans. Sara's expertise spans various financial planning areas, including investment management, retirement planning, college savings, and estate planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
07/25/2024 - Present
Private Advisor Group, LLC (MCMURRAY PA)
PA
06/01/2009 - 03/26/2015
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
01/26/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
PA
04/16/2002 - 01/29/2007
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
BOTH
Issued 05/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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